Creating multiple line items on Zoho Books

[ArshilAhmad]

Pabbly - Online Marketing & Sales Software

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For this use case you can add a Router to your workflow in this manner. Please check out this workflow for reference.

 

[Foreal]

Thank you so much. I have followed this instruction.
Now at the latest issue, I am not sure of the filter to use to accurately get what i want.

Kindly check and suggest.

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

For this use case you can add a Router to your workflow in this manner. Please check out this workflow for reference.
View attachment 37094

 

[ArshilAhmad]

Please check out the reference workflow I shared above; I have already set the filter conditions for your use case.

 

[Foreal]

Please check out the reference workflow I shared above; I have already set the filter conditions for your use case.

Sure, i set up the conditions properly, as seen in the image.

Picture 2: However, the exact "filter" is what i'm having issue with:

 

[Arshita]

Sure, if the contact already exists, you can use the Zoho Books: Get Contact by Email action step and set up a condition using a router.


If the contact exists, update the contact; otherwise, create an estimate. Please review all the available action events within Zoho Books for more options.

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[Foreal]

It's me again. There is definitely something not working in this zone...
so i used the filter properly, but it shows me

i was thinking logically, the status should be "success" and message should be "Condition is false".

This is what it shows when the filter is correct:

I have asked assistance from chatgpt and bard, and here's a reply from Bard:
Here are some possible explanations for the "Status: Error" message:

• Pabbly Connect might be misinterpreting the "Message" field value. Ensure the field name and condition operators are entered correctly (e.g., "Message" instead of "message" and "contains" instead of "equals").

anyway, the implication of just going on as it is is, the zap just does not work. I do not get any thing in Task History as if anything even happened.

I hope i was able to explain this issue properly.

 

[ArshilAhmad]

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

I have set the proper Filter conditions of both your Routes on your behalf.