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Recent content by juancolicchio

  1. juancolicchio

    Webhook Sending Guide

    Thank you. Looking forward to this end point!
  2. juancolicchio

    Webhook Sending Guide

    We need a webhook to fire ASAP when customer/affiliate updates any information on their profile. This will allow us to update our CRN record for the customer/affiliate. @Satyabala
  3. juancolicchio

    Facebook lead form triggered failed and caused the workflow to pause

  4. juancolicchio

    We should have an "export all option"

  5. juancolicchio

    We should have a bulk edit workflow option (delete, disable, enable, share, etc)

  6. juancolicchio

    [REQUEST] API Endpoint To "Get All Invoices That Are Pending/Due"

    I'd like to be able to request all the invoices inside of the PSB account that are pending/due. Response would require: PSB customer ID PSB customer name PSB customer email invoice number invoice status invoice amount invoice currency invoice due date invoice checkout link
  7. juancolicchio

    [REQUEST] Ability to invite additional users with limited access to my account

    I want to share access to our sales team members + accounts receivable + accountant into the account. However, I don't want for them to have access to the PSB API keys, or any access to our payment gateways API keys.
  8. juancolicchio

    Format Function Request To Replace Accented Characters

    This won't work at scale. Google sheets has a api call limit that will not work with the amount of api calls required on our end.
  9. juancolicchio

    Format Function Request To Replace Accented Characters

    Thank you for sharing. I don't understand, by using this function, how can we transform the data back to readable characters so we can update our crm system?
  10. juancolicchio

    Format Function Request To Replace Accented Characters

    https://www.labnol.org/replace-accented-characters-210709
  11. juancolicchio

    How to use the text formatter module to replace multiple values with blank?

    I'm only aware that the module can only find and replace one string at a time. Would it be possible to replace apostrophes, commas, forward slash, or periods with blanks using only one module instead of four?
  12. juancolicchio

    API Request - Assign Affiliate When Creating/Updating Customer Plan

    Thank you for the update.
  13. juancolicchio

    API Request - Assign Affiliate When Creating/Updating Customer Plan

    My business model bills on every lead sent to customer. Each lead is a unique plan created in PSB via API. In our CRM system, we can see which customer is associated to an affiliate. Ideally, every single transaction associated to the customer requires the affiliate to be added to the plan with...
  14. juancolicchio

    Router + Iterator Question

    I spoke with Neeraj. They are rebuilding the router, delay, and iterator modules to do exactly what was intended. It's about a month and half out @Neeraj
  15. juancolicchio

    API Request - Assign Affiliate When Creating/Updating Customer Plan

    I'd like to be able to assign an affiliate to a customer plan at any given time via API in addition to what % of the plan the affiliate will earn in commission, and the payout terms.
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