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We are using the Yith Request A Quote plugin with WooCommerce to get quote requests from customers. We are trying to use Zapier to send customer information (from the Yith form) and product information and quantites to Spiro. 

Currently we are using a Create Opportunity (Contact) to Spiro for the contact info and we are trying to use an Update Opportunity for the product information, but we’re having issues mapping the Update correctly. 

Is this the best way to do this? And if not, what’s a better way? 

Apologies if we’ve got any terminology incorrect, we’re new to using Zapier for something like this.

Any information is helpful. Thanks!

Hi ​@David Ebbeka 

For us to have more info about what you are referring to post screenshots showing:

  • how your Zap steps are outlined
  • how your Zap steps are configured in the CONFIGURE tab while in EDIT mode with the field mappings visible
  • any encountered errors

Hopefully this information helps.

9c7589728598b827f2719ee465ac6dff.png
e0b8f11a8dd104e62c5273ded74bf755.png
 

3edba14a7b27a4ab5a7626d03227a27e.png
3496ddf418f0b3a03d16a68b10725651.png
886ee93a66ebb316fe0dfd04c0087a3a.png
98f9a9c42923a186508de8a8a1d266e5.png
b0b454e55221d07a14500758d02ff13d.png
 

This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing personal or potentially sensitive details.

​@David Ebbeka 

For this screenshot, we can tell which step is it related to.

 

Hey ​@David Ebbeka,

You may want to look into using Create List Entity Record( Under Opportunity) action to handle for multiple products and to tie them to one parent opportunity. Here is the link for Spiro integration in Zapier-https://zapier.com/apps/spiro/integrations

 


You should also look into Looping by Zapier action so that you can loop over multiple products and update each of them in the opportunity. Your flow will look something like this-

  • WooCommerce Order Trigger
  • Create Opportunity( Contact Action)
  • Looping by Zapier
  • Create List Entity Record( Under Opportunity)


This is a sample flow and the exact one depends a lot on your requirements as workflows are personalized to user needs. Hope it helps!

Hey ​@David Ebbeka 👋

Just came across this and wanted to check how things are going. Did Sparsh’s suggestions help you to get the opportunities updated correctly?

Keep us posted on how it went, want to make sure you’re all set!

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