Dynamically creating invoice lines in Sage Cloud

Hi all, and thanks for reading this:

In my company setup, we log jobs as Airtable records. These records contain extensive data, including the job number, operator, and service billable costs. Some entries might include transport or parking expenses, while others might represent services conducted via videocall. Certain items will have a value, or be marked as void, depending on the service type. Concurrently, our Sage Business Cloud system lists all items we can bill clients for, enabling invoice creation.

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Upon job completion, the following process is initiated:

• An Airtable automation triggers a script that sends the job number to the webhook.
• An Airtable "Get a Record" module retrieves all information pertaining to this job, including billable items and their values. Non-billable items are represented by empty values.
• A Sage Business Cloud "Search Customer" module identifies the recipient of the invoice, using the client code provided in the Airtable "Get a Record" module.

We have now successfully initiated the workflow, located the Airtable record, and identified the customer in Sage, with all elements linked.

• My next step involves invoking a "Sage Business Cloud" module to generate a customized invoice for this customer using the available data. However, I need to create "invoice lines" exclusively for the billable items, which will differ for each invoice.

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How can I configure callin.io to dynamically create and customize the invoice lines for billing in each instance, populating them with the correct values? These should align with the list of item services established in Sage for accounting integration.

many thanks for your help and pointers