Question

Daylite and Square?

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.

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+14

Hi @dlleon

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

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor

+11

@dlleon
Just checking in to see if you still need help with this?

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)

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