Hi @DavidGurr_Make For ‘Create Invoice’ This is our map out:
I think we should be using the ‘Contact ID’ to ‘Watch Deals’ - Person Name?
What are the parameters you’re using in module 20 - Search for Contacts?
That’s the module that’s giving you this Contact ID, and my suspicion is that your search parameters aren’t correct.
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In an earlier post, you included output data that showed that the “Julie Soh” contact in Xero had an empty string (“”) email address.
You didn’t include the details of the actual search term you’re using for your Search for Contacts module … but I’m guessing that it’s actually evaluating to an empty string, and returning the Julie Soh name.
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Hi @DavidGurr_Make Thank you for your response. Apologies, I think I didn’t quite understand that. What do you suggest is the correct field to map, then?
Is this the correct option?
What is the mapping that you’re currently using in the Search for Contacts module?
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Hi @DavidGurr_Make Here’s the current mapping in the Search for Contacts module. Thank you
You don’t seem to have identified what mapped field you want to search on.
You need to click the down-arrow below the field that says “Email address” and select the type of text match.
You can then select the mapped field that you’re looking for in the Xero email address.
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One further note … the Pipedrive API doesn’t make it simple to access the primary email.
Within the Person object, it returns an array of emails where one is indicated as the primary email.
You need to use a Make function to extract that, like this:
Make sure that the true value is selected from the General Functions mapping page:
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Hi David! I think it’s working fine now. I’ll observe it. Thank you so much for your help!
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FYI (and for completeness) …
We’ve just released an update to the List Products in a Deal module so that you can request the product data:
If you wanted to, you could replace the Make an API Call module and the immediately following Iterator with the List Products in a Deal module with Include Product Data set to Yes. You’ll also need to re-map any following modules that use the outputs from that.
In general though, I’d advise following the rule of “If it ain’t broke, don’t fix it”. Making the change would save you one operation per Deal, which probably isn’t worth it!
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