I posted yesterday about Zapier and Docupilot, but am now looking at Integromat and WebMerge as integromat seems to have better support for linked records.
This is essentially for an invoice output.
I have Table A that has all the relevent information for the invoice - most of it static, except for the products, which link to table B (product line items).
My current integromat steps are:
- Search specific view in Table A for records(returns 1 bundle per line item)
- Search Table B for records that match Linked Field in table A (returns x bundles per operation (each operation being a bundle returned in step 1) )
- Sends that information to webMerge document
Its all working successfully EXCEPT that it only pulls the first record found in step 2, and I can’t figure out how to loop it to display every bundle per operation in step 2 - I’m not sure if I need to add an extra step in integromat, or if I need to fix my formatting in webMerge
@Julian_Kirkness I’ve seen you reply to most threads that have helped me this far, so it might be something you can shed some light on?
If I figure it out before anyone responds I’ll be sure to share how I did it