Dear community,
I’m currently trying to have Zapier perform an action on lexoffice (bookkeeping software) when a trigger (payment made on the bank account) occurs. In the setup, I have successfully linked both accounts and now am facing the third step of the “Action” (which is the upload of a bookkeeping document when a payment is made).
As far as I understand it, Zapier creates a document every time the trigger is triggered and uploads it to lexoffice. Therefore, I have to provide a filename (with extension) that can consist of one or more of the pre-defined “attributes” or “IDs” (see screenshot). I then have to add a file extension for Zapier to know which format the created file is supposed to have.
Now what I’m struggling with is the second input field - what do I have to choose there? I have the same options to pick from as in the first input field - all of those attributes are related to the specific payment.
I have already tried choosing different attributes, adding .pdf to the file name, but in every case, as I test the action, an error occurs (see screenshot #2).
Can anyone please help me?
Thanks in advance!
Screenshot #1:
Screenshot #2: