Best answer

Line Item Usage

  • 11 December 2019
  • 3 replies
  • 295 views

Userlevel 1

I seperated an HTML email by line items.

I have lines 3 and 4 which have the customers First and Last name

so like

0. Title

1.other text

2. Other text

3. FIRST NAME

4.LAST NAME


I want to use those lines 3 and 4

Specifically, I want to input those to the step where Insightly CRM searches for that customer in the database OR creates them. When I click the option to enter a field, it only shows me the entire section of all the lines. I don't get an option to choose Line 3 or Line 4 individually.

Is that possible? How do I use the line item



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Best answer by AndrewJDavison_Luhhu 12 December 2019, 13:04

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3 replies

Userlevel 7
Badge +10

Hi @IcarusZaps

So, assuming you're using "Formatter->Text->Split" to break up the incoming email, then there is an output options "All (as Seperate Fields)"

Screen Shot 2019-12-12 at 13.02.42.png

You'll then be able to map each line item separately in following action steps.



Userlevel 1

Thank you @AndrewJDavison_Luhhu

I was able to figure out that step. It was using those line items. Which I then figured out by using utilities. And then selecting advanced option and the line number. Thank you though for the help! I'm sure I'll have more later 😂😂


Userlevel 7
Badge +10

Glad you worked it out @IcarusZaps !