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  1. W

    Moxie Tasks Other fields data

    Got it figured out.. thank you.
  2. W

    Moxie Tasks Other fields data

    Yes there is a field called Description. Is this format for the input correct then to add the employees name to the description field in moxie?
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    Moxie Task Date

    I had removed it to test other aspects of the action. BUT that being said, I had been looking at matching the format in Moxie DD MMM YYYY which is how they display it, but the input field on Pabbly says to enter it as YYYY MM DD .. which worked... thank you.
  4. W

    Moxie Task Date

    The Date formater, 2 steps works and returns the date.. it just will not carry forward to Moxie Start Date field.
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    Moxie Tickets

    No action of creating a TICKET though...
  6. 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...
  7. 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.
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    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.
  9. W

    Forward a new document in a file folder by email

    Thank you. I will give this a try. Much appreciated.
  10. 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...
  11. 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...
  12. 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 ??
  13. 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.
  14. 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?
  15. 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.
  16. 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.
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    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.
  18. 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?
  19. 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.
  20. 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.
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