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Trouble extracting invoice number from email subject line in Harvest to QuickBooks Online Zap.

  • 28 September 2023
  • 3 replies
  • 24 views

Userlevel 1

Hi there! I am trying to create a zap that takes email notifications from harvest saying that a certain invoice number did not copy to QuickBooks and then uses the number from the subject line to look up that invoice in harvest. It would then send a PDF of that invoice to our bookkeeper who will update it. I can't seem to make the stop work where the number is extracted from the subject line. Does anyone have any advice?

Email subject is “Sorry, Invoice 5488 failed to copy to QuickBooks”

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Best answer by Troy Tessalone 28 September 2023, 21:17

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3 replies

Userlevel 7
Badge +6

That’s awesome @StMcGuinn! Glad to hear Troy pointed you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

Userlevel 1

Thank you!!!

 

Userlevel 7
Badge +14

Hi @StMcGuinn 

Good question.

Here are some options:

  1. Action: Formattter > Text > Split
    1. You will need to use 2 of these steps to split the text before/after in order to isolate
  2. Action: Formatter > Text > Extract Pattern
  3. Action: ChatGPT - Extract Structured Data
  4. Action: Code
    1. Write custom JavaScript
      1.  

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