Zapier - Create Quote step generates 2 "invitations" and links

Hi there. I use Jotform / Airtable / Zapier / Invoice Ninja to generate quotes for custom vehicle orders.

It has worked great for a long, long time - until recently, the “create quote” step in the Zap began generating 2 invitations, and thus 2 invitations links:

The “Invitations Link” gets put into an email that is sent to the customer; they click on the button and it opens their quote, which they can then approve.

Problem is, when there are 2 invitations generated, both urls get added to the link in the email, separated by a comma, and so the button throws an error.

When I tested the two urls, I received 2 emails from InvoiceNinja - 1 saying that the customer had viewed the quote, the other saying that the sales rep viewed the quote.

Why is the quote generator creating 2 invitations? And how do I get it to stop?

Thank you,

Shawn

Hi,

I suggest checking in the app if the client has two contacts, by default the app will create a separate invitation link for each of the client’s contacts.

Ah! That was it. Thank you. : )

Glad to hear it, happy to help!