DanaHauser
Qrew Cadet
Joined 6 years ago
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Get value of Docusign custom field in Pipeline
Hello, I'm needing to filter a completed Docusign document by the Record ID#, in order to match it back to a QB record. I have a Powerform in Docusign which I've added the QB Record ID# into the URL, which is sent via an email from a button on a Clients record. When they follow the Powerform link, the Record ID# is displayed on the document in a custom field. When the document is signed and completed, I have a Pipeline which uploads it to the Client Record in QB. I was using the email address to match the QB record with the Docusign document, but I have clients with the same email address, since the email is for the Guardian, who can have more than 1 client. This is why I'm trying to use the Record ID# to match it back to the correct client record. Here's how I have it filtering by email address: How can I get that custom field with the Record ID# to show in the pipeline filter so I can match it back to the correct Client? I know I need to pull the value somehow using a step, but that's where I'm stuck. If someone can steer me in the right direction, I'd be forever grateful. Thanks, Dana ------------------------------ Dana Hauser ------------------------------Re: Passing field data through homepage button
Buttons within a report on a homepage/dashboard can pass data within that record to other places. Buttons that are part of the page have no data to pass, they reroute you to specific places. ------------------------------ Dana Hauser ------------------------------File Upload Pipeline for Docusign
I've setup a pipeline to upload a completed Docusign document when a Prospect electronically signs the document. It's working fine, but it uploads 2 documents separately each time. One of the uploads is the document, and the other is all the Certificate info about the doc. This isn't needed. Is there a way to make it only upload the document, and NOT also upload the Certificate as well? In the pipeline, I'm using this jinja for the upload: {{b.file_transfer_handle}} Thank you for any advice! ------------------------------ Dana Hauser ------------------------------Re: Get JSON from previous step in Pipeline for 2nd API call to external source
@Justin Torrence I just received a response from QB help on this, no luck there either. I guess it simply can't be done. Seems like it should, but I guess not. Thanks for trying, I appreciate your attempts. I'll send you a little gift of appreciation. Have a great weekend, Dana ------------------------------ Dana Hauser ------------------------------
