Question

Create Google Doc From Zoho CRM using Zapier

  • 24 January 2022
  • 2 replies
  • 22 views

Userlevel 1

Hello Zapier Community,

 

I have the following quesion. 

I want to create Google Docs using Zapier from Zoho CRM, Quotes Module.

I have managed to use Google {{tags}} successfully but I cannot seem to solve one final hurdle.

If the quote has more than one product line I am not able to export each product line in a separate line in Google Docs. Lets say:

 

In the quote I have

  • Product 1 - Price 1
  • Product 2 - Price 2

 

In the Google Docs Template I have

{{Product}} - {{Price}}

 

When the Zap runs I get

Product 1 Product 2 - Price 1Price 2

 

Instead of
Product 1 - Price 1

Product 2 - Price 2

 

Basically it does not create a new line or does not populate a new table line for each product, but combines them together into one field.

 

Anyone has any ideas how to solve this? We have quotes with 15 lines or more.

 

Thank you!
Ivan


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2 replies

Userlevel 7
Badge +14

Hi @IvanStaykov 

Check out using Formatter with Line Items: https://zapier.com/help/create/basics/use-line-items-in-zaps

You may need to use Digest by Zapier OR a Code step to prep the data for 1 variable. (e.g. {{ProductsPrices}})

Digest: https://zapier.com/apps/digest/help

Code: https://zapier.com/apps/code/help

Userlevel 1

Hello @Troy Tessalone and thank you!
 

I actually could not make this work, unfortunately my Coding is quite basic.

Starting from your suggestion however I had the idea of how to make it happen using Formatter > Utilities. Problem is for each parameter I need to use one Utility which makes the Zap a killer of token, but at least it works