Hello there,
I am new to make.com and really need help with an automation.
In the following image you can see the second part of my automation. It runs when the pandadoc contract was signed by a client.
It’s not done yet.
A soon as the pandacoc document is signed, the lead should be updated in airtable.
The goal after that is:
Lexoffice should check whether the customer has already been created or not. If not, it should be created and after that an invoice.
If the customer already exists, an invoice should be created immediately. I have problems with the last point “creating the invoice”. Lexoffice needs a client ID. Where can I find these? And how do I enter them in the dropdown box?
My second question: Does anyone have a tutorial on how I can create the invoice content in Make.com? This is very difficult to understand here.
Thanks!
