Pipelines with Quickbooks issue
I have used this function before on other projects. With the current client I am working with, the invoice creation always sets up as $0.00. It doesnt matter if i pull the number from a field of just type a value. I have tried all different types of values. It sets up the customer fine, but when it sets up the invoice, the product/service and amount are blank. I really hope someone can help here. I don't get what is happening.
Monday.Com Integration with QB
All: I have an application that I want to build an integration with monday.com with. When a new "record" is entered or when a record is updated in monday.com, I want to create/or update a record in the QB application. Anyone do this RECENTLY with a pipeline? Thanks! Melissa
Pipeline Help with Formstack
Hello All! This is my first post to the discussion board. I'm hoping someone can help me with a button and a pipeline. I have a button that when pushed is supposed to start my pipeline to link to Formstack and generate a document with data from QuickBase. However, when this butt is clicked, we receive a URL error "about:blank#blocked" Formstack reviewed my internet settings and we have tried different browsers to end up with the same error. Can anyone help me with this? TIA!
Pipeline shows 0 records found?
Made a scheduled pipeline to look at a "formula - duration" field on Table A (Calendar) that signifies how many days until an event there are. If it is between 0-75 days, it should create a new record on Table B (Project Manager). For some reason, however, its just returning 0 records, and going through as successful. Even though I have a record where the column is 5 days away. I will continue to work on this, but I didn't know if anyone might have some ideas why it is not seeing this record on Table A and making a new one on Table B?Pipeline Not Starting
I'm encountering Ithink the last issue related to this specific workflow I'm trying to tackle. When marking off a task as complete on project 5, I want it to create a task on project 8. This is currently how I have it set up, but changing to task in project 5 to complete does not trigger the pipeline to start.
Docusign Pipeline Assign Signer
I need to use the Docusign action through Pipelines to upload a document for signature and have the actual signature tag auto-assign to the right spot in the document for each applicable signer but haven't been able to do so. I've tried every iteration of anchor tags that I can find in public forums and docs - but nothing gets picked up like I expect. When the document is upload - I can assign the actual signer but then they are prompted to drag the signature block onto the form and sign then. For the purpose of this question - I cannot use Templates so neither pipeline action for templates will suffice. I've triedTemplate Matching in Docusign but I'm not overly confident on the foolproof nature even if I could get it to work so likely not an option either. Essentially what are the options to upload an arbitrary document to Docusign and have the signers already mapped in the document?1st Google Calendar Integration - how to update / delete
I have a Pipeline "Pipeline Create" which adds an "Event" to a Google Calendar, when an entry is made in a QuickBase "Events" table. Yay. But I can't figure out how to update that Google Calendar entry when the Quickbase record is edited. The update step seems to want me to lookup an entry in the Google calendar and to specify an Event ID. But how to I set that Event ID in the "Pipeline Create" Pipeline which created the calendar entry? ------------------------------ Mark Shnier (YQC) Quick Base Solution Provider Your Quick Base Coach http://QuickBaseCoach.com mark.shnier@gmail.com ------------------------------
