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Recent content by woodennickel

  1. W

    Forward a new document in a file folder by email

    Thank you. I will give this a try. Much appreciated.
  2. W

    Forward a new document in a file folder by email

    Here is my challenge: I receive bills, e.g., hydro, that are just notifications of a bill. I have to sign in for each client into their hydro account, get the bill, and save it to my PC. Then I have to upload the bill to the OCR processing software (e.g., Dext / ReceiptBot). Here is what I was...
  3. W

    Jotform Trigger -- Only after an approval

    I have a registration form online. When it is completed, the pabbly trigger of new submission on jotform actions the workflow that opens a new customer profile on QBO, and creates an invoice. It works well, however, what we would like to do now is not have pabbly triggered until the form is...
  4. W

    Google Sheets Update Email?

    I am not sure if this is actually an email from Pabbly... looks different from your other emails. And the email address is featureos.app ??
  5. W

    QuickBooks Online Create an Invoice TxnTaxCodeRef

    I am trying to create an invoice in QBO through a workflow. The error I am receiving is TxnTaxCodeRef Content length Exceeded. Problem is there is no such field. I have refreshed the taxed codes, and used from the drop down box. (not mapped). I'm not sure what this error is referring to.
  6. W

    QBO Update a Vendor

    Does the QBO API give the ability to update a vendor; just as we can other update customers, invoices, and estimates?
  7. W

    Quickbooks, Find a Vendor

    Thanks for looking into that. These guys are very inconsistent.. email address only for customers, but name for vendor. Thanks for trying.
  8. W

    Save on Exit Warning

    When in a workflow, it can be quite easy to enter data etc, and then to exit without saving. There is no automatic saving as we enter data, nor is there a warning if exiting without saving. As an improved UX It would be nice to see either of these options implemented.
  9. W

    Suggestion: Show connections

    Currently when something is Connected we need to drill in to find out where its connected. As a UX improvement, it would be useful for the Connection to show right beside the connected button so that we don't need to drill down.
  10. W

    Quickbooks, Find a Vendor

    With the Quickbooks function, we have Find a Customer by email, but the Find a Vendor is by name. The name can be so arbitrary. Jon A. Smith, Jon Smith, or Smith, John. Is it possible to add in a Find a Vendor by email, the same idea as the Find a Customer by email?
  11. W

    Clone / Duplicate a step

    I have a step in one of my routes that I would like to clone to the other routes. If I go into the route with the step, and click on the 3 dot snowman, the step duplicates, but it duplicates within the same route. Is it possible to duplicate in a step in MAC and use it in SPP, CVMC, etc.
  12. W

    Formating outgoing gmail

    Kunal... thank you for pointing that out... I can't believe I did not see that. I figured it was like gmail, just type what you want and say it's html and it all just happened. much appreciate it.
  13. W

    Formating outgoing gmail

    I set up a trigger, and the action is to send a gmail. Gmail is connected. I chose to send as HTML. I put the information in as, eg. RE: ABC DEFG Please jljljdflajsdlkfjlskdjflj Then LLJJLKLKJLJLJ However, when the email goes out, it goes as one continues stream of data. No new lines or...
  14. W

    Router Cloning Routes / QBO Connections

    This was my bad... i didn't realize after i cloned the route, I could go in and change the connection using the "connected" button. So this is just what i was looking for, and it was there all along. Thank you Pabbly.
  15. W

    QBO: Create a Vendor Fields

    The State/Province is there now.. without even reconnecting. That is awesome and should help others in the future. Re: Note.. hmmm.. ok.. thank you.. it would be nice, but not essential. Thank you for the quick response to this.
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