When trying to search for a quote in bexio by providing the document_nr field, I do not get any results back. I double-checked if an order with this document_nr exists, and it does:
"Search Quote in bexio" does not return results on document_nr
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20 June 2023
Hi
Good question.
Can you provide proof in the form of a screenshot that there is an existing and matching Quote in Bexio with that Quote #?
Userlevel 7
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22 June 2023
The Bexio Quote Number may be the internal ID of the Quote, which is likely different from the Quote Name/Title.
See if you can see the Quote ID in the browser URL when viewing a Quote in Bexio.
Or the issue may be that you are trying to do a partial/fuzzy match.
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23 June 2023
Actually no. When Zapier is sending the search request to Bexio, it refers to it with „document_nr“ (see my second screenshot in my initial post). That document_nr is the one that I provided, not the internal ID of the document (whose field name in bexio is „id“, not „document_nr“)
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23 June 2023
Actually no. When Zapier is sending the search request to Bexio, it refers to it with „document_nr“ (see my second screenshot in my initial post). That document_nr is the one that I provided, not the internal ID of the document (whose field name in bexio is „id“, not „document_nr“)
I also tried with an internal document id from bexio. Nothing found either..
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23 June 2023
I use microsoft power automate for some other bexio related automation tasks and here you can clearly see that the document number is of the mentioned format:
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23 June 2023
You can try opening a ticket with Zapier Support for them to troubleshoot further: https://zapier.com/app/get-help
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