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DRebellon
Contributor | Elite Partner
Contributor | Elite Partner
Member since ‎Jun 8, 2022
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David Rebellon

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Activity

zmcCarty5456 on March 24, 2023
Access payment schedule from a quote via api
Would be really helpful if the payment schedule was referenceable either within the CRM itself or the API. By accessing the payment schedule from a quote, it unlocks the ability to create reminders, generate invoices, and track pipelines more effect read more
Reply Idea APIs Products and Quotes
12 upvotes
2 Replies
DRebellon
Contributor | Elite Partner
April 23, 2024
This would be great. We need to automate the creation of quotes with a deposit payment link, but haven't been able to override the payment modu...read more
abisahu on March 22, 2024
Sent Date Field from marketing email API
I can see "sent date" field in marketing email tab from UI! But I am not able to see this field from API - http://api.hubapi.com/marketing-emails/v1/emails/with-statistics API documentation - https://legacydocs.h read more
Reply Discussion Email
0 upvote
2 Replies
DRebellon
Contributor | Elite Partner
March 22, 2024
Hey @abisahu , For Marketing Emails, "publish date" is the date the edits are published to the email, but not that the email is sent. If you're ...read more
Solved
DRebellon on February 28, 2024
Merged Contacts Can't Unenroll From Sequence through a Workflow
Whenever a contact is merged and we try to unenroll them from a sequence through a workflow, we are getting an error that states "Can't unenroll, because the contact is not enrolled into any sequence". However, we can see in the activity log o read more
Reply Discussion Enterprise Sequences
0 upvote
1 Reply
Solved
KSweeney27 on November 08, 2023
Create reminders on open Service Tickets
I am looking to send internal reminders to the service ticket owner if they ticket stays in a certain status for X amount of days. This is to ensure that all tickets are taken care of within a certain amount of time. Ultimately I would like this read more
Reply Discussion Service Tickets Workflows
0 upvote
4 Replies
DRebellon
Contributor | Elite Partner
November 09, 2023
@KSweeney27 Oops, sorry I should've been more specific 😅 It'll be the "Internal Email Notification" step found under "communication". You'll...read more
Solved
KSweeney27 on November 08, 2023
Create reminders on open Service Tickets
I am looking to send internal reminders to the service ticket owner if they ticket stays in a certain status for X amount of days. This is to ensure that all tickets are taken care of within a certain amount of time. Ultimately I would like this read more
Reply Discussion Service Tickets Workflows
0 upvote
4 Replies
DRebellon
Contributor | Elite Partner
November 09, 2023
@KSweeney27 Oops, sorry I should've been more specific 😅 It'll be the "Internal Email Notification" step found under "communication". You'll...read more
FanaticSales on December 11, 2018
Adding Files and Images to Quotes
There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
Reply Idea Products & Quotes
126 upvotes
31 Replies
DRebellon
Contributor | Elite Partner
November 08, 2023
Hi, @dnelson would it be possible to revisit this? The ability to create custom quotes is great, but we often run into the issue of clients that ne...read more
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