Attempting a Pathing Zap referencing Zapier Tables
Hello,
I have a Zap that is utilizing Paths. It’s simply looking for the value of a certain field I have stored in Tables, and ultimately each path will result in adding either an invoice or an expense to QBO.
I’ve opened up the matching log in the “Paths’ element to contains instead of matches exactly, since there is only two possible values. Despite this, and the fact that it works in testing, when running the Zap it errors out every time at this step. I’ve checked to ensure that no extra spaces or anything was added in the table, and have literally copied the table value into the appropriate field for the Path element to ensure a match.
When viewing the Zap history after the fact, it looks as if it’s stopping due to a null value.
Any help would be appreciated! I’ve attempted opening a ticket for this, but have been trying to solve that way since Saturday and it’s been difficult getting an answer.
For us to have more context, post screenshots showing the DATA IN/OUT for each step.
Thanks Troy! Appreciate the suggestion, and I’ve provided screenshots.
So it looks like it’s actually the “Find Records” Tables step, which I have looking for the invoice number from the triggering event. It even looks like it’s going after the right value via “Input In”, but for some reason is erroring out. Also threw a capture of the new records I was testing this with, all of which have the right invoice number in there.
Something stupid I’m doing here?
Appreciate your time, thank you!
@Juice10312
In the Zapier Tables FIND step, you have that configured wrong.
For Lookup Field 1, you need to select from the dropdown list which field to use to search for a value.
Once you do that 2 more fields will be shown for you to configure, to give you a set of 3 fields:
Lookup Field 1
Operator
Lookup Value
Thanks again for your help - this helped me simplify my Zap and I believe I’m almost there.
Right now I’m trying to test throwing a multiline invoice into Quickbooks. I have the find records step set to catch multiple lines that meets the search criteria, but unfortunately since I had to select a single record to test in my new record trigger, it seems impossible to test the multiline invoice and publish this Zap. Some research suggests this is a common issue, but I haven’t been able to locate a work around for my build (Zap Tables into Quickbooks).
It’s manifesting as a missing field (Amount) in the Quickbooks Invoice step, even though I mapped the amount. I assume this is because it hasn’t been mapped as an array with the above limitations on the Zap testing?
Might you have a suggestion?
@Juice10312
In Zap step 5, make sure to remove the Extra Fields.
In Zap step 6, the QBO field for Product/Service, expects the QBO ID of the Product/Service, rather than the name.
You likely need to add another Zap step: QBO - Find Products
