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    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...
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    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.
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    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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    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...
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    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...
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    Multiple Product/Services on a QBO Invoice

    Ok, I see. I was not mapping the fields from a prior step, but rather just fetching the QBO list and selecting from that list. So if you do NOT map, it appears you can only select one code from the list, but if you do map then you can manually enter/pull from previous steps. Unless I missing...
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    Multiple Product/Services on a QBO Invoice

    Not sure what you mean.. all the other fields say we can use multiple descriptions etc, but the product field is only product item it seems.. not multiple separated by columns. Maybe I'm misunderstanding how this action will work? I'm hoping to create a line that says Product1 $100, and then...
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    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...
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    QBO Fault Error - Missing Amount

    Perhaps I am mistaken, but it took a lot of attempts changing one thing at a time, and changing the line memo is the when it started to work. Thanks so much Supreme.
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    QBO Fault Error - Missing Amount

    I tried the source amount (excel) over and over thinking it was a format, etc. But nothing fixed it. So I copied another line of the excel that did work, and then one by one played with each field. In the end the only thing that fixed it was reducing the length of those 3 fields... description...
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    QBO Invoices - Private Note - FYI only

    FYI: On Pabbly the field titled private note actually maps to the statement memo field. While the subtext tells you this, the name of the field makes it sound like its an internal field. It is not. This message will appear on the statement the customer receives (CDN QBO anyway)
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    QBO Fault Error - Missing Amount

    I had an issue where I was setting up QBO invoices from Jotform input being sent to Pabbly. The error Pabbly was presenting to me was that the line amount was missing. Which was not true, the line amount showed on the data input screen. I eventually figured it out.. it is either the line...
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    GSheet webhook not triggering

    I am having a similar issue. Jotform is completed and passes the data to googlesheets. That works fine. I have "send on event" and "send on schedule" both ticked, but nothing comes over to Pabbly until I do the Send Custom Data. (This last one has been 2.5 hour without it being actioned...
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    Converging two streams?

    After using Pabbly Router to make as decision is it possible to bring the 2 streams back together? ie. when a customer is added to a JotForm, router says... if this customer is not already found in QBO then add them. If they are found, then update the phone/address with the data entered...
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    QBO CDN Integration to Create an invoice

    This is the flow I somehow accidently deleted, and so I will be rebuilding and will advise in due course. Thank you.
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    TrashBin?

    Oh, that is drag... no idea how i deleted it. :-( I think I will go through and duplicate all my other workflows and save in a backup folder. Thanks Supreme.
  17. W

    TrashBin?

    I was working on a workflow and lost it.. no idea how.. I don't recall deleting it all. Is there a trash bin / recycle bin that I can pick it out of? I've gone through every workflow on the dashboard and its not there, inactive or otherwise.
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    QBO CDN Integration to Create an invoice

    I have set up a flow: - Jotform form is submitted - Saved and tested - works fine - Pabbly looks to see if this customer exists in QBO - Save and tested - works fine - Router determines if the customer exists already - Saved and tested - works fine - If they do exist then Pabbly is create an...
  19. W

    FIND or CREATE user functionality for Quickbooks

    Creating a customer is still failing. Not a clue why. It seems like it should be simple enough but no luck. Video: Pabbly create new customer in QBO
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    FIND or CREATE user functionality for Quickbooks

    I think the invoice one was the customer id.. I kept selecting the found name, instead of the found customer ID. Thank you !! I'll play with this some more.
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