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I’ve seen this topic has been discussed at great lengths before and I see an admin has posted that the bug was fixed, however I am still getting this error. 

I have set up a zap to create a customer in Quickbooks when a lead in Zoho is created. I used the ‘find customer’ action and selected the ‘create new customer if none is found’.  

All seems to be working fine, but I get an error whenever a customer that matches the lead already exists. It does not create a duplicate record, but why do I get the error message? Seems like the zap is doing what it supposed to do by not creating the duplicate record. 

 

 

Hi @leannemustang 

Help us have more info by posting these screenshots:

  • how your Zap steps are outlined and configured in EDIT mode so we can see the field mappings
  • the encountered Zap step error

 

 

 

 

@leannemustang 

OBSERVATION: The outputs from the Formatter steps are not mapped to Zap Step 4.

 

TIP: In the Zap Run, check the LOGS tab to see the underlying API request/response that may provide more details about the encountered error.

 

As an alternative, try this Zap step logic…

  • Action: QBO - Find Customer
    • Do not create a new Customer if not found
    • Enable the setting to continue if not found
  • Action: Paths
    • Action: Path A - Customer found = FALSE
      • Action: Filter
        • Condition found = FALSE
      • Action: QBO - Create Customer
      • Action: iAPP] - PEVENT]
        • Up to you
    • Action: Path B - Customer found = TRUE
      • Action: Filter
        • Condition: found = TRUE
      • Action: iAPP] - PEVENT]

I tried to simplify the zap a bit. Any other tips? 

 

I would think by offering the check box for ‘create quickbooks online customer if it doesn’t exist yet’, that it would know not to create if there is an existing customer?  

I’m still not understanding, sorry I’m new at this! 

 

 

 

@leannemustang 

As an alternative, try this Zap step logic…

  1. Trigger: rAPP] - EVENT]
  2. Action: QBO - Find Customer
    1. Do not create a new Customer if not found
    2. Enable the setting to continue if not found
  3. Action: Filter
    1. Condition found = FALSE
  4. Action: QBO - Create Customer

That worked! Thank you very much! 

Hi @leannemustang,

 

Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.

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