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    Click on the "Ask a Question" button and select the application for which you would like to ask questions.

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Search results

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    DocuPilot

    How to create document in DocuPilot. 1. Choose action as Create Document. 2. Select the specific template from dropdown. 3. Template related placeholders fields will be listed. 4. Go to Docupilot dashboard and edit specific template. 5. You can see Template Tokens. Template tokens can have...
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    ERP Next Oauth App

    How to create Oauth App in ERP Next 1. Login to your ERP Next account. 2. Navigate to integrations > Oauth Client . 3. Click on +Add Oauth Client button. 4. Provide App Name, Default Redirect URL & Redirect URL as https://connect.pabbly.com/callback-url shown in the image below. 5. Click on...
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    Brilliant Directories

    To add extra fields in create lead action follow the steps given below 1. First get all fields of Lead from Get Lead Fields action response. 2. Hover on the any existing fields in Create lead action & click + button. 3. Copy the key of specific field from Get Lead Fields action response and...
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    Podio

    Podio Create Item Different Template fields requires different format to pass data inside Create item action. Note: Image and Calculation field is not supported so leave them blank. Below are details how pass data in different supported fields. 1. For Field Type = Text Pass value in this...
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    Chargebee

    To add multiple line items for Coupon IDs, Addons in Create Subscription action then follow the steps given below - 1. Hover on the top right of Shipping Address Validation Status field. 2. Click on the "+" button as shown below - Label and Values field input field will appear. 3. For...
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    Stripe

    To add multiple line items for Price ID, Quantity, Adjustable Quantity in Create a Payment Link action then follow the steps given below - 1. Hover on the top right of After Completion Redirect field. 2. Click on the "+" button as shown below - 3. For multiple line Items the indexing will...
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    PerfexCRM

    This thread will show you how to add custom fields and lineitems inside PerfexCRM Add Proposal action. 1. Hover on the top right of Total field. 2. Click on the "+" button as shown in the image below - 3. After clicking on + plus button you will see label and value field as shown in the...
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    PDF.co

    Getting Started with PDF.co PDF Web API for reading PDF, edit PDF documents, converting HTML to PDF, extract from PDFs. Generate PDF & barcodes. Read QR codes, fill & sign PDF. How to Configure Actions in PDF.co? 1. Select action from the PDF.co Action Module 2. Provide all the necessary...
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    Xero

    Xero is cloud-based online accounting software that helps small businesses to Keep track of their bank account balances, unpaid and overdue invoices, profit and loss, bills to pay, and more. Prerequisites A Xero account - You can create a Xero account at xero.com Creating a Developer app here...
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    Wix

    Getting Started with Wix Wix is a cloud-based landing page solution that helps users create and manage websites. Wix lets you offer services online, amplify your brand, run all operations, and generate more revenue-all from one place. Prerequisites A Wix account - can create a Wix account at...
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    Intercom

    Pabbly Connect is an integration tool that provides you the ability to integrate multiple applications by managing the data flow smoothly. You can create automated workflows and transfer the data between your favorite apps and services without any manual efforts. The best part of Pabbly Connect...
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