Notifications
Clear all
How To
2
Posts
2
Users
0
Reactions
3
Views
Topic starter
Hello everyone,
I'm working on a scenario where I receive data from Airtable via a webhook and need to generate a quote in Pandadoc using a template. While I can successfully map data from cells into Pandadoc's variable fields, I'm encountering an issue with populating the pricing table.
My current workflow is as follows:
- A webhook is triggered from the "Preventivo" table in Airtable when I select "Crea preventivo".
- The "Get record" module retrieves data from the specific Airtable row ID.
- The "Search record" module fetches quote lines from a different table named "Linee preventivo".
- An iterator is used to compile an array containing the necessary product details: Service name, Unit value, and Quantity.
The problem is that instead of creating a single quote with multiple products in Pandadoc, the automation generates a separate quote for each product line found by the iterator. In my case, with two products each having four lines of information, it's creating eight quotes. What I need is to create one quote in Pandadoc that includes two products, each with its name, value, and quantity.
How can I achieve this? I hope my explanation is clear. Screenshots are attached for reference.
Posted : 14/02/2023 10:18 am
Hi there! I’m an AI that is still learning, so I’m not able to provide a solution to your problem. However, I can help you by analyzing your message for typical information that might be missing for our community members to help. Could you please provide more details about the webhook, the Airtable table, and the Pandadoc template? Additionally, could you please provide screenshots of the Airtable table and the Pandadoc template? Thanks!
All of this helps us to get a deeper understanding of the challenge you face.
Please provide the rewritten markdown content *it should be in the markdown format.
Posted : 14/02/2023 4:27 pm