Question

Update Hubspot line items when PandaDoc Document Status Changed

  • 21 July 2023
  • 1 reply
  • 58 views

Hello!

 

I am trying to update my HubSpot deal line items once a document status is changed in Pandadoc.  I have tried to look into the previous suggested Zap and Looping but keep running into the line items being merged together and 

Current Zap

  • PandaDoc Trigger - Document Status Changed in PandaDoc
  • HubSpot Action - Find deal in HubSpot
  • HubSpot action - Update line-items in HubSpot

Result:  Line Items pulled from Pandadoc all get merged into one field “Line Items Items Name.”  Each line item is seperated by a common.  I am unable to update the line item in HubSpot because of the merged data.


Current Loop

  • PandaDoc Trigger - Document Status Changed in PandaDoc
  • Create Loop From Line Items in Looping by Zapier
  • Values to loop - Line Items Items Name: pulls all line item rows found in PandaDoc

Result:  Cannot seperate merged data into single line items

 

Are there any suggestions on what I may be doing incorrectly or workarounds?


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1 reply

Userlevel 7
Badge +14

Hi @Scattereddreamer 

Good question.

Please post detailed screenshots with how your Zap steps are configured to give us more context.

Try using this Looping action option: Looping - Create Loop from Text