Automate It with Zapier and Generative AI - Second Edition by Kelly Goss

Author:Kelly Goss
Language: eng
Format: epub
Publisher: Packt
Published: 2023-11-15T00:00:00+00:00

Figure 12.9 – Overview of customizing the New Invoice trigger event

You can then select Continue and, in the Test section, use the Test trigger button to retrieve your test data so that you can use it in your action steps.

The trigger extracts the following data, all of which can be used in your action steps:

Invoice ID

Date the invoice was created

Invoice amount

Amount due

Invoice URL

Proceed to add one or more action steps to your Zap using data from this trigger step.

You should now be able to use the New Invoice trigger event. Now, let’s review how to use the trigger and action events to manage Team and Company account users.

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