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Search results

  1. 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 ??
  2. 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.
  3. 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?
  4. 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.
  5. 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.
  6. 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?
  7. 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.
  8. 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...
  9. 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...
  10. 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...
  11. 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...
  12. W

    QBO Invoices - Private Note - FYI only

    FYI: On Pabbly the field titled private note actually maps to the statement memo field. While the subtext tells you this, the name of the field makes it sound like its an internal field. It is not. This message will appear on the statement the customer receives (CDN QBO anyway)
  13. W

    QBO Fault Error - Missing Amount

    I had an issue where I was setting up QBO invoices from Jotform input being sent to Pabbly. The error Pabbly was presenting to me was that the line amount was missing. Which was not true, the line amount showed on the data input screen. I eventually figured it out.. it is either the line...
  14. W

    Converging two streams?

    After using Pabbly Router to make as decision is it possible to bring the 2 streams back together? ie. when a customer is added to a JotForm, router says... if this customer is not already found in QBO then add them. If they are found, then update the phone/address with the data entered...
  15. W

    TrashBin?

    I was working on a workflow and lost it.. no idea how.. I don't recall deleting it all. Is there a trash bin / recycle bin that I can pick it out of? I've gone through every workflow on the dashboard and its not there, inactive or otherwise.
  16. W

    QBO CDN Integration to Create an invoice

    I have set up a flow: - Jotform form is submitted - Saved and tested - works fine - Pabbly looks to see if this customer exists in QBO - Save and tested - works fine - Router determines if the customer exists already - Saved and tested - works fine - If they do exist then Pabbly is create an...
  17. W

    Waiting for Webhook Response

    I setup a trigger based on a Jotform response. I clicked on the Capture webhook response, and it worked great. I then realized I would have challenges with my data and so amended the Jotform, and then clicked on Re-Capture webhook Response. I've done this over a few days. It spins, and...
  18. W

    Quickbooks Online Action: Create a bill

    I need to have Pabbly create a bill in QBO under certain conditions. There does not seem to be an action listed under Quickbooks for Create a bill (Create an invoice (for customers/incoming monies) is there, but not Create a Bill (for vendors/outgoing monies). If there is no action, do we have...
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