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Question

Quickbooks Online Purchase Order to Docusign: Email Information Missing

  • 6 January 2023
  • 2 replies
  • 26 views
A

Hi, our business uses Purchase Orders in Quickbooks Online to hire Vendors for jobs and I need Vendor signatures on them for record keeping. QBO doesn’t offer signatures but I found a Zap that will send Purchase Orders to Docusign when a new Purchase Order is created in QBO.

 

The problem I’m having is that all the information on the QBO PO is coming over to Zapier EXCEPT the email address for the Vendor so the Zap is failing. Obviously, Docusign needs to receive the email address of the person the PO needs to go to.

 

Any help would be very much appreciated!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @ajtwelvemidnight 

Good question.

Try adding this Zap action step: QBO - Find Vendor

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
chanelle
Userlevel 7
Badge +8

Hi @ajtwelvemidnight, I wanted to check in and see if you were able to add the Find Vendor action step to your Zap? Do you have any questions on this, I know multistep Zaps can be a bit tricky?

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