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Search results

  1. F

    Problem to create New Organization in Zoho Book

    My workflow is like his. When a new organization is created by Pipedrive , it will check Zoho Book weather the organization already exist. It not, it will create a new one for Zoho Book. But I don't know which filter/field should I check, or my workflow is correct.Could you please help me to...
  2. F

    Create a single estimate

    Hi~ I have a single web form store all of the services enquiry. I would like to setup a workflow to create a separate estimate/quotation for individual service. For example Single Web form: 1. Service A 2. Service B 3. Service C Output : Service A -> Quotation 1 Service B -> Quotation 2...
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    Setting up Zoho Book Workflow

    I'm setting up a workflow of Pipedrive to Zoho Book. When a deal of Pipedrive is WON, I want to create a new organization to Zoho Book. However, I got a error like this. I try to set all tax is "false" or leave it blank, but it's no help. May I know how to fix it? Thank you.
  4. F

    Problem to create Deal in Pipedrive

    I have created a workflow to create new deal in Pipedrive. My workflow is : 1. Collect data from Ninja Form 2. Update or Create New Organization (Pipedrive) 3. Create Person (Pipedrive) 4. Create Deal (Pipedrive) All data sync successfully. However, when I create a same organization name, it...
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    Extract email from Typeform

    Hey Guys, I would like to extract email address from a Typeform to Activecampagin. May I know which filter or function should I use? Thank you!
  6. F

    Pipedrive Custom Field

    My Pipedrive have many custom fields. When I setting up the workflow, it doesn't show up the custom field. May I know how to solved this problem? Thank you.
  7. F

    Zoho Invoice

    I found "Zoho Invoice" is on the integration list from the web . However, when I created workflow, Zoho Invoice is disappear!!! After the research in this forum, I know that Zoho Invoice is integrated to Zoho Book already. I tried to setup the webhook at Zoho Invoice and test the connection...
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