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ERROR zoho books
- Thread starter dsgadmin
- Start date
stellar.tone
Member
I have the same issue. What is the solution?
My workflow url
connect.pabbly.com
connect.pabbly.com
My workflow url
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
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
Last edited:
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Pabblymember11
Guest
As we can see from your respective workflow, we can see that your Zoho Books action step is working fine.
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Pabblymember11
Guest
Kindly refer to the following Zoho Books documentation once to Enable Customer Portal for Your Customers and then try again.
Customer Portal | Help | Zoho Books
Customer Portal allows your clients to keep track of all the transactions that have taken place between them and your business.
www.zoho.com
stellar.tone
Member
so we have to manually add a client portal to the customer?
Can this be handled with pabbly?
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Pabblymember11
Guest
Hey @stellar.tone
Please consider configuring your Zoho Books account with the client portal settings, or you can verify this with the Zoho Books support team.
Please consider configuring your Zoho Books account with the client portal settings, or you can verify this with the Zoho Books support team.
Customer Portal | Help | Zoho Books
Customer Portal allows your clients to keep track of all the transactions that have taken place between them and your business.
www.zoho.com
stellar.tone
Member
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.
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Pabblymember11
Guest
As observed in your Zoho Books: Create Contact action step, you are required to set the following field to False.
After configuring it to False, the action step is functioning correctly.
After configuring it to False, the action step is functioning correctly.
stellar.tone
Member
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
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Pabblymember11
Guest
Disregard the instructions for configuring Customer portals in your Zoho Books, as mentioned earlier. Instead, please enter 'False' in the following field and then attempt the task once more.
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