Help Required with Looping Line Items - Creating a Sale Order in Cin7 Core from a HubSpot Deal

Hi ​@DarrenRodman,

Welcome to the Community.

You'll need to structure your Zap carefully to create a Sales Order in Cin7 Core with multiple line items from a HubSpot Deal. First, check if a Sales Order exists; if not, create one. Then, retrieve the deal's line items and use a looping step (often requiring JavaScript) to add each item to the order. If coding isn't an option, hiring a Zapier Expert may help.

I hope this helps. Let us know if you need further assistance.

Hi JammerS,

Thanks for coming back to me on this.  As you can see from the screenshots above, I’ve already included a looping step, and that’s the part I believe I need help with.

Many thanks,

Darren

Hi ​@DarrenRodman,

Could you please send a screenshot of the “CONFIGURE” section of the Filter, Looping, and Create Sale step? This will help me identify if the setup correct.

Please don't include personal information in the screenshot, or be sure blur out any personal information.

Thank you!

Hi ​@ken.a,

Here you go - sorry, lots of screenshots on the ‘Create Sale’ step!

Thanks very much,

Darren

Hi ​@DarrenRodman,

Thanks for the screenshots!

It looks like you did not map the output of the Looping step to your Cin7 Core Inventory step. You’d need to map the output of the looping step to the action for the looping function to work.

We have instructions on how to utilize Looping by Zapier here: https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions

Hopefully, this helps.

Hi ​@ken.a,

Forgive my ignorance, but what does mapping the Looping output to the ‘Create Sale’ step look like in real terms here?

Guessing it means I need to link the below to somewhere else other than step 7 to get the looped line items?

If you can advise me on the specifics that would be appreciated!

Many thanks,
Darren