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Search results

  1. stellar.tone

    Creating contact in zoho books then creating invoice from (parsing) an email recieved as trigger

    I want to create a zoho books invoice from an email recieved. Standardized Email received with customers email and name, in zoho books, search for customer using email, if it's a new customer, create customer, then create invoice. If it's an existing customer, look up customer using email...
  2. stellar.tone

    ERROR zoho books

    Hi. We're not trying to get it to work. We are trying to get pabbly to actually set up the customer portal. Can pabbly connect perform this operation within the workflow
  3. stellar.tone

    ERROR zoho books

    Let me restate this question: When using pabbly to "create a new contact", Is pabbly able to automatically configure the customer portal and turn the customer portal feature on for the NEW contact that was just created using pabbly? Customer portals is currently on in my zoho books.
  4. stellar.tone

    ERROR zoho books

    so we have to manually add a client portal to the customer? Can this be handled with pabbly?
  5. stellar.tone

    ERROR zoho books

    I have the same issue. What is the solution? My workflow url https://connect.pabbly.com/workflow/share/CkJRYwdQUjEASlM5VAdWcQkdUlYFXFM3UUhRQ1JdVi5THQNGVhcNZwhEVz1THAhpUBkCaFUJBDhbTwcDA1UCcVJLVHgHBAJ4A05SKQFICjkKVFF5B2Y#...
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