How can an invoice be created automatically with a Zap?

Let's take an example that when a Lead is added to your CRM let's say Clientjoy, invoice will automatically be created for that lead/customer.

 

Here are the steps to follow.

 

1 . Log in to Zapier. Click on Accept Invite & Build a Zap to enter your Zapier Dashboard

 

 

2 . You can create a Zap via the Make a Zap option.

 

 

3 . Choose the app with which you want to integrate and fill in the necessary details for the same as the steps follow. ( For instance, Clientjoy is chosen)

 

 

4 . Click on Continue Button.

 

5 . Sign in to your Clientjoy account and click on Continue.

 

 

6 . Choose the workspace in which you want invoice to be created. Click on Continue.

 

 

7 . In order to find the data click on Test trigger.

 

 

8 . Click on Continue

 

9 . In the Action event please select version Clientjoy BETA as highlighted in the image below.

 

 

10 . In the Action event choose Create Invoice and click Continue.

 

11 . Choose your Clientjoy account and click on Continue.

 

12 . Click on the fields to enter the data either by typing or by selecting from the list available.

 

13 . Click on Test and Continue to check if the invoice is created in you workspace.

 

14 . Once done then turn on the Zap.

 

 

Now you are good to go!

 

If you have any questions reach out to us at support@clientjoy.io