Thanks for your help.
This was the first MAKE scenario I made so it’s not very elegant and does nopt do everything I want it to- I would probably do things different now but haven’t had the time whilst it’s been working all this time. There are sometimes some data overwrites that are annoying and always corrections to make in the accounts package but at least we don’t miss any invoices.
The flow is:
(1) watch for a new service (deal)
to be created in Freshsales (our CRM - a service relates to any job we do for a client that will result in an invoice).
(16,26,20,21,22,23,24,34) As series of tools that checks certain parameters for Null values and inserts a hyphen symbol if Null - leaves it alone if it contains a value.
(4) Searches the CRM for a client that is attached to the service.
(10) Searches Quickfile (our accountancy package) to see if the client from 4 already exists.
Router (11) (8) creates a new client in Quickfile if not exists
(17) creates a new invoice for the just-created client based on all the data
in (1) (FAILS)
(13) if client does exist - update the client with new data from (1)
(32) if client does exist - search for all invoices related to that client.
Router (31) (28) if an invoice with the same name as (1) already exists - update it with the
data in (1) (FAILS)
(42) if an invoice with the same name as (1) does not exist - create it with all the
data from (1) (FAILS)
So basically, it works until it has to write to either a new or an existing invoice.
More to follow…