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Recent content by twshouston

  1. twshouston

    FRESH PROPOSALS - is the create proposal function still working?

    I reached out to Freshproposals and they had a bug in their system. Once the bug was fixed this began to work again. Thanks!
  2. twshouston

    FRESH PROPOSALS - is the create proposal function still working?

    I am attempting to utilize the fresh proposals create proposal function. It worked for me in the past (2022) but it no longer seems to work. I am able to successfully create/edit a new contact. the error message " "Exceeds maximum active proposals." "
  3. twshouston

    Webhook task receiving same response multiple times, causing same tasks to run multiple times.

    It somehow sorted itself out. Essentially this is a google sheets integration that was supposed to update on a column update. Due to the depreciated workflows the original containted I thought it would be a good idea to copy and rebuild the workflow with the new tasks. From the beginning...
  4. twshouston

    Webhook task receiving same response multiple times, causing same tasks to run multiple times.

    Did this ever get resolved? I am experience a similar issue but with google sheets. (I just opened a support request) I created some copy workflows for testing and deleted them. It appears that there may be some orphaned workflows on my account causing the tasks to run 3 times in my case.
  5. twshouston

    FIND or CREATE user functionality for Quickbooks

    One more note on GST via quickbooks https://quickbooks.intuit.com/learn-support/global/pay-sales-taxes/know-more-about-gst-registration-type-for-customers-in/00/381804#:~:text=The%20default%20values%20that%20are%20enabled%20for%20different,New%20%20%20No%20%20%20Consumer%20
  6. twshouston

    FIND or CREATE user functionality for Quickbooks

    Instead of create invoice create " Sales Receipt" Fields you need Customer (customer ID) Email Billing Address Country (USA) for me Deposit To Transaction date Doc Number
  7. twshouston

    FIND or CREATE user functionality for Quickbooks

    For create customer, you'll need this if you don't have it already I added postal code ( needed for tax calculation )
  8. twshouston

    FIND or CREATE user functionality for Quickbooks

    Have you tried a simple query like this one? After connecting via the wizard, as long as my syntax is correct, I can run queries. Replace the "3. ContactEmails 0..." section with an email address that you know to exist in your QBO environment.
  9. twshouston

    Stripe automation - need tax functions created

    Thanks a bunch! I'll give this a try this week.
  10. twshouston

    Stripe automation - need tax functions created

    Thanks it should be similar to the initial setups available. I was considering using the API but I though someone might have the same challenge and it's best to reach out ๐Ÿ‘
  11. twshouston

    Stripe automation - need tax functions created

    @Supreme Verma Ok new question for you today. I'm testing out some new workflows and would like to see if the team could add the tax fields into the stripe automation. Currently the stripe automation works very well my only challenge is that I would like to have the stripe automated tax field...
  12. twshouston

    FIND or CREATE user functionality for Quickbooks

    Thanks a bunch. I did create something similar to what you have earlier but for some reason the workflow would not process my router. I'll try again with your version. THANK YOU!!! This is the workflow that I came up with initially. I'll modify the last few steps to incorporate your router...
  13. twshouston

    FIND or CREATE user functionality for Quickbooks

    @Supreme Verma It looks like you have worked on something similar. Any assistance would be much appreciated. https://forum.pabbly.com/threads/workflow-that-creates-quickbooks-sales-receipt-upon-new-stripe-charge.1103/#post-5067
  14. twshouston

    FIND or CREATE user functionality for Quickbooks

    https://community.zapier.com/general-questions-3/quickbooks-online-duplicate-name-exists-2501 Zapier has a similar functionality. How can I create something similar in Pabbly-connect? I have tried using the router function but I am getting error.
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