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Pipeline POST Body

  • 1.  Pipeline POST Body

    Posted 21 days ago
    What I currently have setup, is when a record is created, it creates a user name at my 3rd party service.

    Here's a partial of what's in the body:

    &clientName={{a.company_name}}&userName={{a.company_name}}&firstName={{a.company_name}}

    What I want for &userName, is to have a QB company_name field, plus static word "Admin"

    So I tried:
    &clientName={{a.company_name}}&userName={{a.company_name}} Admin&firstName={{a.company_name}}

    But it's not adding that word "Admin", it completely ignores it.

    I've never worked with JSON, and this was my very first time, and it all works great, I just can't add specific word to combine with an existing field name.

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    Gene Gene
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  • 2.  RE: Pipeline POST Body

    Posted 21 days ago
    If you cannot get it to work in that way I think the simplest option would be to just create a formula field at the company level and have the formula concatenate the company name + Admin. Then use the formula field in place of your company name field for userName.


  • 3.  RE: Pipeline POST Body

    Posted 21 days ago
    It does work in Webhooks, with the following formula, but QB is trying to merge into Pipelines, so I would like to get this migrated earlier than later, and would rather have with less steps, instead of adding complexity to it.


    &clientName=[Company Name]&userName=[Company Name] Admin&firstName=[Company Name]

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    Gene Gene
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