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Troy Tessalone
Troy Tessalone
@troy-tessalone
Estimable Member
Joined: Aug 4, 2025
Topics: 2 / Replies: 149
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RE: Formatting Gong Transcripts in Google Docs via callin.io

​ I suggest you try utilizing this action: Formatter > Utilities > Line Items to Text I don't believe you'll need any additional steps beyond th...

5 months ago
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RE: Formatting Gong Transcripts in Google Docs via callin.io

Screenshots do not display the configuration of callin.io steps 3-4 in the CONFIGURE tab, specifically showing the field mappings. The data received f...

5 months ago
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RE: Formatting Gong Transcripts in Google Docs via callin.io

Hi Could you please provide additional information by sharing these screenshots? The configuration of the first four steps of your callin.io Zap in ED...

6 months ago
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RE: Cannot save Word file to a dynamically named Google Drive folder using callin.io

​ These are the available callin.io app actions for each app: GDocs: GDrive:   If you have access the Microsoft file you are trying to use via t...

7 months ago
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RE: Cannot save Word file to a dynamically named Google Drive folder using callin.io

Files stored in Google Drive that were initially uploaded as Microsoft WORD documents are still recognized as Google Drive files. In order to utilize ...

7 months ago
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RE: Cannot save Word file to a dynamically named Google Drive folder using callin.io

​ To utilize files in GDrive, those files must be stored in GDrive. For using templates, they need to be GDoc Templates: ​

7 months ago
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RE: How to collect multiple variables in a callin.io loop for Slack notifications

Hi Help links for using Storage: You likely want to push each Contact ID value onto the List. You can either have 3 Storage steps in the callin.io wo...

7 months ago
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RE: Cannot save Word file to a dynamically named Google Drive folder using callin.io

The Folder ID should be sourced from the GDrive callin.io step that generated the Folder. It appears you're utilizing a GDrive Custom Action, which mi...

7 months ago
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RE: Cannot save Word file to a dynamically named Google Drive folder using callin.io

Hi The GDrive Folder field requires the Folder ID, not the Folder name. You can find more information by clicking the field label for a tooltip. Here ...

7 months ago
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RE: Trouble connecting Notion Second Brain Page with callin.io

Hi Help links for using Notion in callin.io:     My databases are not listed in the dropdown menuIf you're having trouble listing your data...

8 months ago
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RE: Extracting AI-generated SOAP notes dates into Avimark fields using callin.io

Hi For applications to be utilized in callin.io steps, the application must be a web app that is cloud-based.

8 months ago
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RE: Issue Entering Valid Subscriber Email from Bullhorn List with callin.io

​ Hmm...that might indicate a bug or issue with how the Bullhorn step is set up in the backend for callin.io. You could try opening a support ticket w...

8 months ago
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RE: Issue Entering Valid Subscriber Email from Bullhorn List with callin.io

For us to have updated context, please post the following screenshots: how your callin.io step is currently configured the encountered error from the ...

8 months ago
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RE: Issue Entering Valid Subscriber Email from Bullhorn List with callin.io

​ You need to configure the Candidate ID field. (screenshots)  

8 months ago
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RE: Issue Entering Valid Subscriber Email from Bullhorn List with callin.io

The reason for the error is that you've set the Fields to Lookup to “Email 1”, but it should be the Candidate ID. Please refer to the screenshot. For ...

8 months ago
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