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Search results

  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.
  16. 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...
  17. 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...
  18. W

    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...
  19. W

    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...
  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...
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