So in Zapier, click to create a Zap – “Make a Zap”
Search for Zahara as your starting app as shown below:
Click Zahara (with the invite)
Now, we need to choose the Event Trigger – you can see what we offer here – but let’s choose “New Invoice PDF Created”
Now click Continue – You will be promoted to connected to Zahara. You will need to get your API Key from Zahara for the Business Unit you will be connecting to. This will be in Business > Settings > Advanced (You will need one Zap per business unit you wish to set this up for) – Copy and paste the API key into the field below as shown.
Once you have a connection, you will need to Test Trigger – this should fetch the very last invoice PDF you created (as part of creating an invoice – so the very last invoice you created)
You should see something like this:
Now we have a source to test against, we can go onto to set where we want to save the PDF. We will choose OneDrive and the event – “Upload a File”
You will need to add your OneDrive credentials etc
Next, you will need to specify under ‘File’ the value from Zahara – that will be available when you click to show more or you search for pdf.
You can then make up the filename with the values you have available – in my example, I am using the ‘supplier name’ – ‘Document Number’ – this is in fact the invoice number.
Now you can test your file transfer from Zahara to OneDrive (or DropBox etc)
With DropBox, you can specify the file type – PDF – which is preferable.
N.B – With OneDrive – a file extension isn’t provided. Adding one manually in the destination folder or using ‘Open With’ and say, Acrobat – will show a PDF has actually been saved. We will see if this can be changed asap.