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ERROR zoho books

dsgadmin

Member
Trying to create a contact with web portal enabled and I get this error:

1694464076255.png
 
P

Pabblymember11

Guest
Trying to create a contact with web portal enabled and I get this error:
As we can see from your respective workflow, we can see that your Zoho Books action step is working fine.

1694501474087.png
 
P

Pabblymember11

Guest
Hey @stellar.tone

Please consider configuring your Zoho Books account with the client portal settings, or you can verify this with the Zoho Books support team.


1694519585648.png
 
Hey @stellar.tone

Please consider configuring your Zoho Books account with the client portal settings, or you can verify this with the Zoho Books support team.


View attachment 31400

Let me restate this question:

When using pabbly to "create a new contact",
Is pabbly able to automatically configure the customer portal and turn the customer portal feature on for the NEW contact that was just created using pabbly?

Customer portals is currently on in my zoho books.
 
P

Pabblymember11

Guest
As observed in your Zoho Books: Create Contact action step, you are required to set the following field to False.
1694584370614.png

After configuring it to False, the action step is functioning correctly.

1694584539648.png
 
P

Pabblymember11

Guest
Disregard the instructions for configuring Customer portals in your Zoho Books, as mentioned earlier. Instead, please enter 'False' in the following field and then attempt the task once more.

1694592047198.png
 
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