What are you trying to achieve?
I’m creating an invoice in Quickbooks online based on when a google form is filled out. But on customer with multiple accounts I want it to only use the “right” bundle from there forward and ignore the others. The bundle that is correct would match the address and the customer ID.
Steps taken so far
The automation I’ve created is working well. The webhook from Google flows through the system and either creates an invoice for an existing customer or, if there’s no match, generates a new customer and then an invoice for that new customer. However, I encountered an issue today that I’m unsure how to resolve.
We have a separate QBO account for each system we service. This means that when a customer owns multiple properties, their email may be associated with 3-4 different QBO accounts - an issue we can’t fix due to other software dependencies.
To address this, I decided to use the “set multiple variables” tool so I could configure the customer’s name and address from both the Google form and the QBO search results in the same format. This allows me to compare if the Google form was filled out for a property we have recorded in QBO. My router then checks the customer ID from the QBO search - if it exists and the addresses match, it uses that customer ID to create an invoice in QBO. If the QBO customer ID doesn’t exist or the addresses don’t align, it creates a new customer and invoice in QBO.
The issue I ran into today was with a customer who had multiple QBO accounts, but the house numbers were different across the accounts. So when the customer used an email linked to two accounts, it pulled both matches, resulting in two bundles. I needed it to only use one bundle, as one had matching addresses while the other did not. This led to an invoice being created on the existing customer as well as a new customer being generated from the second bundle that did need to go through. I thought maybe I just needed to filter after the tools and only let things through that match the address. But then the new customer leg wouldn’t work. So now I’m stumped.
Simple example would be current QBO customer Sue owns House #1 and House #2 and she has the same email on file for both. When the search function is ran both accounts show up as separate bundles but since the contract was for House #2, I need it to ignore the House #1 bundle and only process house #2 through the rest of the scenario. BUT I also need a way if the search function comes back empty that it will create a new customer and continue the scenario
Screenshots: scenario setup, module configuration, errors
blueprint.json (250 KB)
