Hello Team,

Status: Closed · Asked by Rishi Couture on · 0 views

rishi boutique — Question ·
Task History ID: IjU3NmQwNTZmMDYzNjA0M2M1MjZmNTUzYzUxMzM1MTZiNTQzNCI_3D_pc

I need support to verify my task because there is a bug in task work flow.
Shopify - ZoHo integration.
3 steps are working fine. Last stage is getting error in workflow.
1) Shopify to Zoho book integration - working fine
2) Shopfiy to existing customer billing - working fine
3) Shopify to new customer contact creation - working fine
4) Zoho books new customer to Zoho book invoice creation - Error
- Invoice customer name is not getting changed
- Same name is present in all invoice copy
- This stage , there is a bug.

Please help me to sort it out. this is big problem in invoice creation

Attachments

Screenshot 2024-06-28 at 8.23.16 AM.png
Deleted member 15445 — Reply ·

Hey @rishi boutique

Upon looking into your workflow it appears that you were not mapping the details such as "Contact ID" and "Contact Person ID". Instead, they were all static values, which is why the output name was the same every time.

Although, we have added the step in your second route namely "Get Contact Person by Contact ID".

Also, we have turned on the map button and mapped the fields "Customer" and "Contact Person ID".

Kindly check your second route and apply the required steps in the first route too.

rishi boutique — Reply ·

Hello Team,

After correction done from your end.
Invoice automation is stopped and there is a error in workflow.
Please refer the attachment.

Task History ID -

IjU3NmQwNTZmMDYzNjA0M2Q1MjY4NTUzMjUxMzU1MTYxNTQzNyI_3D_pc

Can you please correct the workflow or highlight the error.

regards,
Admin
Rishi Boutique

Attachments

Screenshot 2024-06-28 at 3.21.50 PM.png
Deleted member 15445 — Reply ·

Hey @rishi boutique

We have resolved the issues in your workflow and configured the necessary fields in both routes.

Please conduct a few test runs and inform us if you encounter any further issues with this workflow.

rishi boutique — Reply ·

Hello Team,

Now this issue is solved.

But new issue in this workflow.....for one single order two invoices are getting created.
In shopify get one order, but in zoho books create two invoice without shipping and with shipping
two invoices are generated.

Please refer the attachment ( shopify and Zoho books). kindly help me to resolve the issue.

Regards,
Admin
Rishi Boutique

Attachments

Screenshot 2024-06-28 at 3.55.57 PM.png
Screenshot 2024-06-28 at 3.52.38 PM.png
Deleted member 15445 — Reply ·

Hey @rishi boutique

This was done from our end because we rectified the issue and did the mapping twice with the same response.

This issue won't appear further.

rishi boutique — Reply ·

Hi,

While creating workflow, "get contact person by contact ID" action is always passing an empty contact ID to Zohobooks, though the previous step "find customer" or "get contact by email" has been successful

Deleted member 15445 — Reply ·

Hey @rishi boutique

We have mapped a few fields again and your workflow executes properly.

Please make sure to not make any changes further.

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