Automation Workflow into QBO

Developer Support APIs & Integrations
1

Hello,

I set up an automation workflow to trigger whenever there is a new “QUOTE” created and then create a QBO “ESTIMATE” using automation. It does work sometimes, but most of the times this error comes up:

{"callbackId":"ap-40202715-738518898514-1-0","outputFields":{"hs_execution_state":"FAIL_CONTINUE","Error":"PortalId : 40202715 | CrmObjectId : 100630125 | No CONTACT associated with QUOTE"}}

Can someone please help on how to fix this?

2

Hey @SReddy3,

From the error, it looks like the contact doesn’t exist in QBO which is causing this to fail. You might need to have a different step before this action to make sure the client exists in QBO before making the estimate?