Hi, this is more of a brainstorming question as I am not really sure if what I want to do is even possible (or if possible, maybe beyond my skill level!).
Goal: To Watch the records in an Airtable view (Delivered_to be invoiced), fetch new records added to that view since the last run, and then to create new invoice items on an already existing draft invoice in Freeagent based on those records.
Getting the data from Airtable I am pretty OK with, it’s the interaction with Freeagent I’m struggling with.
There is no “Update invoice” module for FreeAgent - and I can’t have one invoice per Airtable record because my clients take aggregated monthly invoices. So somehow I would need to find a way to manually create this function - to identify a specific invoice and add new invoice items to it.
I’m not sure how to map which of the draft invoices to add tasks to - I’m thinking that linking the client name fields in both sets of data could be the way to do this, there will only be 1 draft invoice per client in Freeagent at any given time. That’s my theory but I don’t know really how to achieve this in practice.
Obviously I don’t want duplicate invoice items - but if I understand the Watch function correctly, if I set this to run once a week it should only fetch the new data since the previous run (i.e the jobs I marked in Airtable as ‘delivered to be invoiced’ and which entered that view in that time period), right? So that should avoid any duplication I hope.
I would appreciate if anyone can point me in the right direction as to resources, or similar structures I might be able to leverage, or if this is even possible. I have been tinkering for a couple of days and going through the help docs but I think this is over my head a bit!