I’m trying to get the form responses from a Squarespace Form and generate a new invoice in Quickbooks. The Squarespace app does not have any modules for this. So I thought I could pull it in from Gmail. The form response once sent to Gmail is in a long text format and I’m at a loss on what I would do next. I tried to use an iterator, but the output was empty. Any help would be appreciated!
If the content of the long string is what you want to put in quickbooks, you should be able to map the text content to your Quickbooks module.
If it isn’t, then you need to decide what you want to do with it to get what you want.
Without more information, I don’t think there’s much we can do.
L
You’ll need to use a Text Parser “Match Pattern” module to extract the form data from the Text content variable.
If you need further assistance, please provide the following:
When reaching out for assistance with your regex pattern for a Text Parser module, it would be super helpful if you could share the actual text you’re trying to match. Screenshots of text can be a bit tricky, so if you could copy and paste the text directly here, that would be awesome! It ensures we can run it against test patterns effectively. If there’s any sensitive info, feel free to change it to something fictional yet still valid by keeping the format intact.
Providing clear text examples saves time on both ends and helps us give you the best possible solution. Without proper examples, we might end up playing a guessing game, and nobody wants that as it is a waste of time! You are more likely to get a correct answer faster. So, help us help you by sharing those text snippets. Thanks a bunch!
Please format the original text in code blocks:
A. Type code fence manually
Either add three backticks ``` before and after the text, like this:
```
content goes here
```
B. Highlight and click the format button
Or use the format code button in the editor:
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Thanks for the tips. Please find the text below. The text in bold is what needs to migrated to QBO into a new invoice and create a new customer if needed first (i.e. they could not find the customer during the initial search using the email and phone number):
Sent via form submission from Company
**Name: John Smith**
**Email Address: john@example.com**
**Phone: (111) 222-3344**
**File names: test.pdf**
**Quantity: 1**
**Image Dimensions: 16" x 20"**
**Media: Gloss Paper**
**Borders: 1"**
**Border Details: Standard**
**Test Print: No thank you!**
**Packaging: Cardboard tube after rolled in acid-free paper ($7-$16 depending on size), Shipping (provide address in Special Instructions section below)**
**Special Instructions: Please print on same printer with same paper as in April.**
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I tried to use the text pattern - match pattern module, but when I ran the module the output came up blank (please see screenshot).
Thank you for your help!
Hi @MelissaNB
We believe the data will be more dynamic. In that case, you can easily get the content extracted in the form of a JSON using the OpenAI module.
You can create a prompt to extract data in the form of a JSON Structure. This will help you to easily map for invoice creation.
If you need any further help, please let us know.
Regards,
Msquare Automation - Gold Partner of Make
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I tried to run the OpenAI module and it looks like I have to buy credits to use it. Is there another solution? Thank you!
If the form is always the same, you can use this configuration:
With this regexp:
:\s*([^:\n]+)
If the ** are part of the text, use this instead:
**[^:]+:\s*(.+?)\s***
Hoever, note that if anything in your format changes, this simple approach won’t work anymore.
L
I figured out a workaround. Zapier has a module that can read forms. I created a workflow using that module to write new form data onto a Google sheet and then used that Read new row function in Make to start my workflow. Thanks everyone!
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Zapier has a module that can read forms? What a creative and novel workaround!