I created a zap in order to update/create a customer profile in quickbooks everytime a Document is paid using PandaDoc.
The customer filled out fields and the document is now completed with the correct info provided by my signer and when I create the Zap to extract the info from the fields, my Zap doesn't show the option for the name/email/dates of the fields. Why?
I already contacted PandaDoc, they said that from their side is all right.
As you see, I am trying to set up the action “FIND CUSTOMER”, the search field: EMAIL, they I look for the search value (client email, or token billing email) but there Is no.
Check out this PandaDoc help article: https://zapier.com/help/doc/pandadoc-tips-and-tricks
How to pass an email of a recipient as a field
PandaDoc document recipients data is passed in an array (Recipient Email/First Name/Last Name fields contain information about all recipients of the document). The best way to pass an email of a specific recipient as a field is to use the “Field assignee” field, which contains the email address of the recipient assigned to the field:
Common Problems: https://zapier.com/help/doc/common-problems-with-pandadoc-on-zapier
I just wanted to check in on this post, were you able to resolve the issue with the info Troy provided?