Question

PandaDoc "contact/email" fields are not populating correctly to update customer in quickbooks

  • 22 March 2021
  • 2 replies
  • 68 views

Userlevel 1

 

Hello!

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.

 

Please help!


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2 replies

Userlevel 7
Badge +14

Hi @FPG USER 

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

Userlevel 3
Badge +6

Hey @FPG USER,

I just wanted to check in on this post, were you able to resolve the issue with the info Troy provided?