Search results

  1. W

    Routing: Adding a new route - Suggestion

    When we have a route in place with multiple routes, and have it all nicely laid out.. if we add a new route, Pabbly jumbles everything we have done. I think a better option for Pabbly is to not change what we have already laid out. See demo...
  2. W

    GoogleSheets... and a formula

    I have a form that is capturing data. All of the data is added to the last row in a Google Sheet. What I want to do is use concatenate on that data in googles sheets to join some constants, and some of the variables from the LAST ROW of the googlesheets into one unique URL. Looking online AI...
  3. W

    Microsoft Excel as an Action: Populating using the new beta view

    I have used the classic view with excel and been able to map the fields I want to the excel columns no problem, adding a row of data each time. However, I do not understand what this step is in the new beta view. How do we map a field to a column? Listing the data in the order of the columns...
  4. W

    Manual routing

    Is it possible in the new layout to manually route a flow? I have a test that sends the actions 2 different ways. After the two actions are done, I want them both to come back together into the same "next test" splitter. I thought in the old flow I could do this, draw the line, but I'm not...
  5. W

    Moxie Tasks Other fields data

    The Moxie task data has very few fields we can populate. My formaloo form has a lot of fields I would like to get into the task description. I am assuming I have to list all these fields in the CustomValues field, however this does not seem to work. The transaction accepts, but the data is not...
  6. W

    Moxie Task Date

    I pulled the current date using the Date formater. Then I tried to take the current date of: 23-10-2025 and turn it into 23 OCT 2025 as this is the moxie task date. However, this is not working and I receive a json parse error.
  7. W

    Moxie Tickets

    Moxie Tickets I see search the forum were once a thing, but seem to have disappeared off the options of possible actions. Is that correct? Or maybe there just Triggers and not actions? I had been trying to set up Ticket when a form was completed.
  8. 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...
  9. 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...
  10. 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 ??
  11. 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.
  12. 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?
  13. 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.
  14. 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.
  15. 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?
  16. 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.
  17. 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...
  18. W

    Router Cloning Routes / QBO Connections

    I have a form that could be used for Customer A, Customer B, or Customer C When the data comes in, I am using a router to say, create a new vendor in the QBO client (connection set up) Customer A. Now the idea of cloning this, and related steps within the first route is great, except that when...
  19. W

    QBO: Create a Vendor Fields

    Wanted to point out a couple of items on the QBO Quickbooks Online Create a Vendor action: 1) There is no field that is labelled Province or State. Through trial and testing I found the field that will map to the Province/State but it is called Country Subdivision Code in Pabbly. I thought...
  20. W

    Multiple Product/Services on a QBO Invoice

    I am hoping to create an invoice or sales receipt in QBO from data that comes into Pabbly from a form. I have the form connected and data, no issue. I selected the create an invoice with line items as my action It appears one can put in a different line description for each line, as well as...
Top