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Our invoice update Zap is not populating the Invoice Status field on all records in Salesforce. The Zap was created to update invoice stages from QuickBooks Online - sent, viewed, paid, unpaid, etc.  Records are coming into Salesforce, but the field is blank. Any assistance would be appreciated.

 

Hi @ALZap 

Good question.

To help you troubleshoot, check the Zap Runs history details to see the DATA IN/OUT for each Zap step.

https://zapier.com/app/history/

Hello Troy,

Thank you for your quick response. There are a few challenges here:

  1. This service was set up by a 3rd party for us
  2. I am managing it now and the Data IN/OUT content is foreign to me
  3. It shows that I do not have access to update steps. I am the only user on the platform

The Invoice Status field is not populating with the Invoice Create or Update Zaps. I think I need to understand the language but may need someone (a new 3rd party) to fix this problem. Thoughts?

@ALZap 

The Zap Runs history DATA IN/OUT will help you troubleshoot by showing you the DATA OUT from previous steps that may be mapped as DATA IN to future steps.

So if a step has a mapped variable without a value populating then you can trace backwards to help understand why that may have happened.

 

If you do not have access to edit the Zaps, then that usually means the Zap app connections aren’t shared with you.

You may want to open a ticket with Zapier Support for help with getting that addressed: https://zapier.com/app/get-help

Troy,

I understand. I can view the Data In/Out steps. It does not show anything about the invoice status. It is updating some but not the majority.

I will contact Zapier support for editing so that I can attempt to correct the problem.

Thank you!

 

@ALZap 

Depending on your Zap logic, it may make sense to add a Filter step to the Zap to only proceed if the Invoice Status exists.

How do I do that?

Should I look for a Zap expert to assist me?

 

@ALZap 

Filter: https://zapier.com/apps/filter/help

I just found another field that is not updating. I would like to locate an expert to assist me, because. Should I click on the Hire an Expert link?

 

 

@ALZap 

Certified Zapier Experts: https://zapier.com/experts

Thank you!

Hey @ALZap! I just wanted to check in here to see if you were able to get things resolved. I did see a few support tickets about connection errors but it sounds like they might be unrelated to what you’re asking about here? Let us know - we’d love to help close the loop on this one and make sure you have what you need to move forward! 🙂

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