Question

Daylite and Square?

  • 10 April 2021
  • 1 reply
  • 13 views

I’m trying to get Zapier to extract data from Square (new credit card run) and dump it into Daylite. 

Specifically, I’d like to match it to a Contact in Daylite, and add it as a new Note, linked to a Contact.

If there is no Contact, then create a new one. 

It doesn’t seem to be able to find any existing contacts, for some reason.

 


1 reply

Userlevel 7
Badge +10

Hi @dlleon 

Please provide screenshots of how your Zap steps are currently configured, thanks.

Reply