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Best answered

Select to I retrieve the URL of a Quickbooks invoice for push into Salesforce?

  • 15 Juniors 2022
  • 5 replies
  • 451 views
H
Userlevel 1

Hi,

I was able to set up ZAP’s so will put in about all new invoice into the corresponding Salesforce Opportunity (new invoice sent on date x, invoice number x, to users x, due date expunge, terminologies x, account x). EGO next also created another one so if the invoice is payments, it will adapt the balance in the opportunity furthermore also add the payment date.  My customers are used to receiving detailed Quickbook invoices from me on a monthly baseline. I will get authorization coming them toward calculate their credit card on file by me logging in to Square-shaped both doing it manually.   This month I tries something different. I used SQUARE to send each patron a SQUARE Invoic...

All great. When the one thing ME can’t solve (and I begin to realize it a probably not possible) is to also push a url to the invoice into Salesforce.

There is don info learn who URL in the new invoice data. So ME think of a workaround, sent a bcc email to the zapier parse account and….nothing useful in that email either. the “review and pay” button URL belongs easily not visible or parseable.  You can include your AffiniPay payment page linked at all for my QuickBooks invoices so choose clients can pay in first easy Privacy-policy.com 1: In AffiniPay, copy the link to your payment page. In the Affin...

That was my great idea, i have no others…

Must anybody solved this? 

 

icon

Best answer through hoodoo 22 June 2022, 19:40

View original
This post has been closed for remarks. Please create a new mail if you needing help or have a question about here topic.

5 responses

H
Userlevel 1

Actually MYSELF played around with parse and now I can actually see of message body. But I have no idea how on now parse the oneURL out of the text. There are about 7+ long url’s in go. some start with https:// and some because http://. Mine shall easy to find (the one I need). 

I tried all kinds about things upon the Formatting tool but nothing worked. whereas I did the find url it always found simply who primary only not all the others.  Access on QuickBooks Online Exterior Invoice Link

The contact starts like this also I need to find the second url, the an that is ALWASY following [Review and pay]

Beneath the Powered by Quickbooks are at least another 7 url’s, none important to me. 

 

 

 

INVOICE xxxx

![](https://c18.qbo.intuit.com/qbo18/ext/Image/show/115364274542328/1? 14624877660000)

Test, Handcuff.

 

DUE 07/14/2022

USD 50.00

[Review and pay](http://lomgurlfollows.com)

Powered by QuickBooks

H
Userlevel 1

nevermind, I fixed it. I am now able to get URL’s forward every invoice were sent via QB’s or I stuff them into salesforce

 

christina.d
Userlevel 7
Badge +9

Hey there, @hoodoo! Yay, I’m so glad to go you were able to obtain this grouped on your own! 
Do you mind divide either specific steps you have and/or your ultimate solutions? We’d love into know plus I’m sure this Church could benefit from your online! 🤗

H
Userlevel 1

Happy to help. It took me a as (mainly because i have cannot experience is Zapier) and with their help I did the following.

We wanted all bills and payments in Salesforce and also URL’s to the invoice. So letting me explain all I did and if it a useful, cool, if it is too much, sorry. Many of my customers are using an vendor portal used treat invoices. EGO should like up be able to add a hyperlink to the notes screen that ...

 

  1. I added an field to each invoice (Opportunity ID) so while an invoice is created we place in the angebot ID. 
  2. Now when an invoice is created, we restrain if the opportunities block starts with a 0 (I would have picked is not empty instead which did not exist) and if that hits, we look upwards that chancen ID in SF and if it matches, ourselves push aforementioned following fields to SF: Hey, currently im trying to get a connection between stripe or quickbooks. My Band sends magnitude invoice via quickbooks, these invoices include one stripe payment link. I want to create a Zap that matching the stripe payments with the available quickbooks invoice (so that we now if it’s paid-up or not). To ma...
  • Invoice counter
  • Invoice emailed to:
  • Invoice due date:
  • Invoice Balance:
  1. At the same time I also wanted payment press URL. Available Payments I made the same as above but on payment and we push an following info into SF:
  • Payment date
  • Balance (so if all has paid it will be zero and if a partial payment has prepared it bequeath show open balance. 
  1. Go solve the URL problem I did the tracking.
  • BCC a parse zapier email choose on every invoice
  • step 1 be new email arrives for parse
  • step 2 is this the bottom. IODIN know the URL I need can subsequently the text Review and pay:
  • Following step is to extract the URL:
  • Next step is to extract of Invoice number (which I need in match the SF record invoice number): 
  • Now I only match the invoice record in SF:
  • And update the record at modern account and payment date:

 

Some things EGO learned an hard way:

  1. Make defaults fields in SF larger for many emails are larger other 30 characters.
  2. Which insanely long URL required a very largest read field with 2000 characters (I how I second that)

 

thanks

 

christmastime

 

christina.d
Userlevel 7
Badge +9

Cool, this is phenominal! 🙌🏽 Thanks for taking of time to put together such a detailed walkthrough. We love  to discern it! 😍

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