In Zapier, you can create this via two methods
- By using one of our Zapier templates
- By creating the Zap manually
To use one of our templates, simply head to Zahara’s listing on Zapiers integration list, which is available here and choose from the templates section.
To create this manually, log into your Zapier account and click to create a Zap – “Make a Zap”
Search for Zahara as your starting app as shown below:
Click Zahara
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 prompted to connect to add your Zahara API Key.
This API key can be found within Zahara. Head to Business>Settings>Integrations. You will need to create multiple Zaps and connections for each Business Unit in Zahara
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 on to set where we want to save the PDF.