Hi all
Trigger is a new label assignment to either a contact or a deal
Should be straightforward but keep getting errors for date requirements even tho I am adding the date fields
+14Hi
For us to have more info about what you mentioned, share screenshots showing:
Hope this makes sense. Once the label that includes the copy “HTN” is included in pipedrive, it triggers an event to create a new deal in zoho. Although I am populating the closing date info, it has an error. I will standy if you need more info….
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+14
In the Zoho CRM Zap step, the required field Closing Date has a variable mapped that has “no data”, hence the error.
Make sure to test with an example test record from Pipedrive that has a value for the mapped variable.
This seems highly plausible bc I have add/readded the step and updated the data to include a date. I am not entirely sure how to update it but will see what I can do. If you have an example, that would help.
Seem to be having the same issue. I inserted a date validator and it persist with the error when adding data:
+11Hey there
It’s a bit hard to tell form the latest screenshot what value is being passed from the Formatter to the Zoho CRM action. When you updated the data to include the date did you do that in the test record on the Pipedrive trigger, or was the date added directly in the Formatter action?
If it was the latter, is the Zoho CRM action getting it’s Closing Date value from the Formatter action, or does it still have the Expected Close Date field mapped from the trigger? If it’s using the value from the trigger rather than the Formatter action then that might be why it’s still getting the same error.
That said, adding a Formatter action to reformat the date wouldn’t solve the issue of there not being any data value to begin with. When a new deal is added will it always have an Expected Close Date added, or is this added later on? If it’s added later on then you might need to add a Delay action followed by a Find Deal action to obtain the Expected Close Date value once it’s been added.
Looking forward to hearing from you!
+6Hey
Please post the screenshots of how the Data/ Time formatter action is being configured. Zoho API only accepts certain type of Date formats. See below for more-
Try to fix the format and see if it fixes your issue. Hope it helps!
+11Hi
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