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Recent content by Foundstone

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    Problem to create New Organization in Zoho Book

    If "create or search organization" feature is available, please inform. Thank you!!
  2. F

    Problem to create New Organization in Zoho Book

    My workflow is like his. When a new organization is created by Pipedrive , it will check Zoho Book weather the organization already exist. It not, it will create a new one for Zoho Book. But I don't know which filter/field should I check, or my workflow is correct.Could you please help me to...
  3. F

    Create a single estimate

    Thank you for your help. I will try.
  4. F

    Create a single estimate

    Hi~ I have a single web form store all of the services enquiry. I would like to setup a workflow to create a separate estimate/quotation for individual service. For example Single Web form: 1. Service A 2. Service B 3. Service C Output : Service A -> Quotation 1 Service B -> Quotation 2...
  5. F

    Problem to create Deal in Pipedrive

    I will try. Thank you for your help!
  6. F

    Setting up Zoho Book Workflow

    Problem solved! Thank you for your help~
  7. F

    Setting up Zoho Book Workflow

    I'm setting up a workflow of Pipedrive to Zoho Book. When a deal of Pipedrive is WON, I want to create a new organization to Zoho Book. However, I got a error like this. I try to set all tax is "false" or leave it blank, but it's no help. May I know how to fix it? Thank you.
  8. F

    Problem to create Deal in Pipedrive

    I have created a workflow to create new deal in Pipedrive. My workflow is : 1. Collect data from Ninja Form 2. Update or Create New Organization (Pipedrive) 3. Create Person (Pipedrive) 4. Create Deal (Pipedrive) All data sync successfully. However, when I create a same organization name, it...
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    Extract email from Typeform

    Oh...Thank you for your help.:)
  10. F

    Extract email from Typeform

    Yes. it's help! Thanks a lot. My problem is this, when I close a deal at Pipedrive CRM every time, I need to create a new evaluation form for my customers(no matter google form, typeform....)and do some analysis. I would like to insert organization name and deal name to a new evaluation form...
  11. F

    Extract email from Typeform

    Hey Guys, I would like to extract email address from a Typeform to Activecampagin. May I know which filter or function should I use? Thank you!
  12. F

    Pipedrive Custom Field

    Thank you for your help. The Custom field have been solved!
  13. F

    Pipedrive Custom Field

    Thank you for help. I seem to know where I can copy label field(Custom Field ID) form Pipedrive. However, If I want to check with organization weather it's duplicated, is that I need to choose "Find or Create a Organization"? Regards, Chris
  14. F

    Pipedrive Custom Field

    My Pipedrive have many custom fields. When I setting up the workflow, it doesn't show up the custom field. May I know how to solved this problem? Thank you.
  15. F

    Zoho Invoice

    Solved! Thank you for your help.
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