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Search results

  1. D

    "Invalid credentials or business identifier"

    I had not changed the secret id or the client id but when updated them it came good
  2. D

    "Invalid credentials or business identifier"

    resolved. Thank you.
  3. D

    "Invalid credentials or business identifier"

    Can anyone help with this? I get this error when I try to create a task in Plutio through Pabbly Connect. Error occurs when I go to confirm the automation step. Have logged out and in of both Plutio and Pabbly, errors remain. I am also getting a 401 error when I try to search a record via email...
  4. D

    Putting email addy into a Plutio task

    thank you.
  5. D

    Putting email addy into a Plutio task

    Thank you. I am now able to trigger the automation based on proposal.edit. I am now trying to associate the task with a project. Can you help with the JSON code to change the task's "Breadcrumb 0 Id" field to the relevant project ID value?
  6. D

    Putting email addy into a Plutio task

    TO trigger it I a changing the status from Draft to Pending
  7. D

    Putting email addy into a Plutio task

    Done. Still get "Condition false"
  8. D

    Putting email addy into a Plutio task

    Okay, can you tell me why the automation is not producing any tasks? It says its working, but no task.
  9. D

    Putting email addy into a Plutio task

    Ok I understand, but perhaps you can help me to understand why? The webhook is not listening for task creation, only for proposal editing. Why is it responding to task creation? This is what I mean when I say I don't understand the source of the loop.
  10. D

    Putting email addy into a Plutio task

    Thanks. I watched the video. When I run this automation, Plutio goes into a loop producing tasks entitled "AUTO follow up email 1" which is is not the title given in the automation, nor the template given, or the date specified in the automation. The webhook is listening for only proposal...
  11. D

    Putting email addy into a Plutio task

    the convoluted name to assist my memory, is: "Create first follow up task. Attach proposal ID and EMAIL OF CLIENT. don't want to trigger by create person" Thanks!
  12. D

    Putting email addy into a Plutio task

    I am trying to create a task in Plutio, triggered by creation or editing of a proposal, and containing the email of the proposal's client for tracking purposes. Problem is that I cant figure out how to get the email address. I got the webhook to listen for contact creation a and proposal...
  13. D

    Stripe is not sharing enough information to create an invoice in Freshbooks

    Got it working again, thanks for your help
  14. D

    "Date" field

    Thanks for your guidance, Hermes. Sometimes it takes me a few days to find the time to address these things. I have added this to the workflow and have been assured that it's all working by Pabbly. See screenshot. But when I go to Plutio, I can't find the task that Pabbly thinks it has created...
  15. D

    "Date" field

    Thanks for your continuing assistance. Pabbly seems to accept the workaround in the workflow , displays a response and displays a date in the Duedate field, all good. But it also displays the old "date must be of type date" in the history page as a response from Plutio, and no task is created.
  16. D

    "Date" field

    Thanks. I will play around with it.
  17. D

    "Date" field

    Thanks for your patience. I have done that and I am trying to work out two things. I have to manually add the "Z" to get the formatting right, which doesn't seem right but since you did it, seems to be the only way to proceed. Have I missed something here? The workflow wont work with any other...
  18. D

    Stripe is not sharing enough information to create an invoice in Freshbooks

    Hey. sorry to bring this t you again. Upon deleting the retrieve customer by email step and trying to reinstate it, there is no email or purchase amount info being reported from the test transaction on stripe. can you help? The Data object amount captured field is not being provided and I cant...
  19. D

    "Date" field

    OK, I have done this, and I have triple checked that the format is correct but I still get the error message
  20. D

    "Date" field

    I am modifying a date with time/date modifier but when I try to utilise the modified date in the creation if a task, I get: Due date must be of type Date I cant find the operation that produces this variable. I can get Result timedate and plenty of other prefexes for the creation of...
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