I am trying to have an invoice sent from QBO attach to an account in Clarity. Â Technically it is a ZAP between Outlook and Clarity
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Here is my Zap:
1, Trigger: New email is received by a specific outlook account used by QBO and has a CC email address in the format of (Account#@domain.com- fake email address)
2. Filter: only continue if email subject contains, Invoice, Paid Invoice, PO
3. Remove domain from CC email.Â
4. Look up the account using the value from #3(#4 & #5 are not both needed)
5. Look up the account using the value from #3 (#4 & #5 are not both needed)
6. Confirm the attachment and prepare it to be uploaded.
7. Upload the attachment to the account
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Here is my step 6:
And says it is working (Test was successful!)
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Here are my commands in step 7:
When I use this the upload fails:
Clarity says:
10101 | The JSON body send in the request is an Invalid JSON. The Error occurred when tried to parse the JSON. |
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{
               " APIKey": "purefiltration-key-XXXXXXXXXXXXXXXXXXXXXX",
               "Resource": "Attachment",
               "Operation": "Create",
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               "Data": {
                               "Name": "{{103964163__subject}}.pdf",
                               "Title": "{{103964163__subject}}
                               "SourceObjectId": "{{103964166__AccountId}}",
                               "SourceObjectType": "Account",
                               "FileContent": "{{103964167__data}}"
               }
}
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I think it worked when I use this upload:
{
               "APIKey": "purefiltration-key-XXXXXXXXXXXXXXXXXXXXXX",
               "Resource": "Attachment",
               "Operation": "Create",
               "Data": {
                               "Name": "{{103656557__subject}}.pdf",
                               "Title": "{{103656557__subject}}",
                               "SourceObjectId": "{{103961482__Data ]AccountId}}",
                               "SourceObjectType": "Account",
                               "FileContent": "{{103964007__data}}"
               }
}
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However I do not know where to find the DataÂ]AccountId}}",  to make this work.
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Any advice on why the emailed attachment is not uploading to the CRM? Is there a different way I should be doing this. I am a novice at this stuff and blindly finding my way through this.
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Scott