Post: Make.com Automation: Gravity Forms to Infusionsoft

By Published On: December 6, 2025
99. Automation Only - Recurly -StockNews - Payment to Keap
99. Automation Only - Recurly -StockNews - Payment to Keap
61 main modules - 9 routes
WH
Webhook
Customwebhook
#1
RT
Router
Basicrouter
#42
RT
Router
Basicrouter
#88
RC
Recurly
Get Invoice - Live
#31
DS
Datastore
State Validation
#60
RT
Router
Basicaggregator
#61
RC
Recurly
Get Subscription - L
#66
RC
Recurly
Get Account - Live
#84
RT
Router
Basicrouter
#85
UT
Tools
Setvariable2
#78
KP
4
Keap
Createorupdatecontac
#32
RT
Router
Basicrouter
#123
UT
Tools
Setvariables
#144
RT
Router
Line Items
#34
RT
Router
Basicrouter
#98
DS
Datastore
Recurly ID-> Keap Pr
#35
RT
Router
Basicrouter
#36
KP
Keap
List Tags - Remove
#96
RT
Router
Basicrouter
#106
RT
Router
Basicaggregator
#97
KP
Keap
Remove Profile Tags
#99
UT
Tools
30 Second Sleep
#104
KP
Keap
List Tags - Back up
#113
RT
Router
Basicrouter
#116
RT
Router
Basicaggregator
#114
UT
Tools
Backup Tag
#115
KP
Keap
Add Start date Id
#112
RT
Router
Basicaggregator
#100
RT
Router
Basicrouter
#103
UT
Tools
Setvariables
#101
KP
Keap
Apply Profile Tag
#102
KP
1
Keap
Add Product Tag
#40
UT
Tools
Line Items (needs se
#37
KP
9
Keap
Create Order
#38
RT
Router
Basicrouter
#91
KP
Keap
Create Payment
#46
UT
Tools
Getvariables
#109
RT
Router
Basicrouter
#87
KP
Keap
Update Order Custom
#82
KP
Keap
Update Order Custom
#86
KP
Keap
Backup Recurly Start
#110
DS
Datastore
Updaterecord
#92
RT
Router
No Items IDs - Bypas
#124
RT
Router
Line Items
#142
UT
Tools
Line Items (needs se
#143
KP
1
Keap
Create Order
#132
RT
Router
Basicrouter
#133
KP
1
Keap
Create Payment
#134
RT
Router
Basicrouter
#136
KP
Keap
Update Order Custom
#137
KP
Keap
Update Order Custom
#138
DS
Datastore
Updaterecord
#140
RC
Recurly
Get Invoice - Dev
#6
KP
1
Keap
Createorupdatecontac
#12
RT
Router
Line Items
#8
DS
Datastore
Recurly ID-> Keap Pr
#10
RT
Router
Basicrouter
#16
UT
Tools
Line Items
#9
KP
4
Keap
Create Order
#7
KP
Keap
Create Payment
#43
KP
1
Keap
Add Product Tag
#15

Module Info

ID
Route
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"+d.eemoji+"
"+d.elabel+""+d.etype+"
"; if(d.eaction)h+="

"+d.eaction+"

"; h+="
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Make.com Automation Blueprint

Custom Quote Generator – Webhook Version

Interactive documentation with drill-down module details, configurations, and data mappings.

📦
117
Modules
🔀
33
Routes
🔄
20
Routers
🔌
13
Integrations
📝
317
Formulas
📄
4
Templates
🔀
Builtin
💾
Datastore
📄
Docx Templater
📦
Dropbox
🔗
Gateway
📁
Google Drive
📝
Gravity Forms
🌐
Http
👤
Infusionsoft
🔢
Math
☁️
Onedrive
📕
Pdf Co
⚙️
Util

Entry Flow
3 modules
🔗
CustomWebHook
gateway:CustomWebHook

#229
⚙️ Parameters
hook:
1224778
maxResults:
1
📝
ActionGetEntry
gravity-forms:ActionGetEntry

#230
↩️ References Data From
📊 Data Mappings
form_id:
2
entry_id:
⚙️
SetVariables
util:SetVariables

#60
↩️ References Data From
📊 Data Mappings
scope:
roundtrip
variables:
[12 items]

Main Router #65
5 routes
🔀
BasicRouter
builtin:BasicRouter

#65

Route 1: Primary Path
22 modules
⚙️
ComposeTransformer
util:ComposeTransformer

#63
📊 Data Mappings
value:
⚙️
SetVariables
util:SetVariables

#67
📊 Data Mappings
scope:
roundtrip
variables:
[{name: Main Item Name, value: , {name: Main Item Price, value:]
🔀
BasicRouter
builtin:BasicRouter

#206
🔀 Sub-Router #206 Contents

Route 1: Primary Path
4 modules
💾
SearchRecord
datastore:SearchRecord

#223
↩️ References Data From
📊 Data Mappings
filter:
[[{a: Main Product Name (Field ]
⚙️ Parameters
limit:
None
datastore:
10572
🔀
BasicRouter
builtin:BasicRouter

#226
🔀 Sub-Router #226 Contents

Route 1: Primary Path
1 modules
⚙️
SetVariable2
util:SetVariable2

#224
↩️ References Data From
📊 Data Mappings
name:
Product PDF
scope:
roundtrip
value:
{{223.data.`Product Name (PDF)`}}

Route 2: Secondary Path
1 modules
🌐
ActionSendData
http:ActionSendData

#249
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
8 modules
🔀
BasicRouter
builtin:BasicRouter

#201
🔀 Sub-Router #201 Contents

Route 1: Primary Path
4 modules
⚙️
Switcher
util:Switcher

#202
↩️ References Data From
🔗 External Resources
📋
Template File ID
(casesTable.output)

19a6YaML94blrTIkyg0Fc9zg15qwCo3ab

📋
Template File ID
(casesTable.output)

1sATjo7yhon0ckeM-nI_l1J8aU209l1iR

📋
Template File ID
(casesTable.output)

1895m0da37eRuzIw91cLkoE0OmFdfwXoh

📊 Data Mappings
input:
{{60.Rep}}
casesTable:
[{output: 19a6YaML94blrTIkyg0Fc, {output: 1sATjo7yhon0ckeM-nI_l, {output: 1895m0da37eRuzIw91cLk]
useRegExpMatch:
False
⚙️
Switcher
util:Switcher

#212
↩️ References Data From
🔗 External Resources
📋
Template File ID
(casesTable.output)

1iINBgmLCu5RXJenv2xvm9FQ3vMapK5Sg

📋
Template File ID
(casesTable.output)

1_DySy52uu_PhP_j84atrAiklvwTocIHq

📋
Template File ID
(casesTable.output)

1VOh084HdrmufKIW5y5NS2FZumx2tja60

📊 Data Mappings
input:
{{60.Rep}}
casesTable:
[{output: 1iINBgmLCu5RXJenv2xvm, {output: 1_DySy52uu_PhP_j84atr, {output: 1VOh084HdrmufKIW5y5NS]
useRegExpMatch:
False
⚙️
SetVariables
util:SetVariables

#213
📊 Data Mappings
scope:
roundtrip
variables:
[{name: Rep Template, value: {{, {name: Rep Pricing Sheet, valu]
🔀
BasicRouter
builtin:BasicRouter

#259
🔀 Sub-Router #259 Contents

Route 2: Secondary Path
3 modules
⚙️
Switcher
util:Switcher

#204
↩️ References Data From
🔗 External Resources
📋
Template File ID
(casesTable.output)

150Jx0pygvuL8WuB6dJIw-vRRbivxbqXU

📋
Template File ID
(casesTable.output)

1AEAYig-Fxuv9Bjr-FQnCztWnzMd20fER

📋
Template File ID
(casesTable.output)

1sw_WvWfni9wGlyRnr_KgZ_ca7IpOl10Z

📊 Data Mappings
input:
{{60.Rep}}
casesTable:
[{output: 150Jx0pygvuL8WuB6dJIw, {output: 1AEAYig-Fxuv9Bjr-FQnC, {output: 1sw_WvWfni9wGlyRnr_Kg]
useRegExpMatch:
False
⚙️
SetVariable2
util:SetVariable2

#205
↩️ References Data From
📊 Data Mappings
name:
Rep Template
scope:
roundtrip
value:
{{204.output}}
🔀
BasicRouter
builtin:BasicRouter

#260
🔀 Sub-Router #260 Contents

Route 3: Tertiary Path
7 modules
⚙️
SetVariable2
util:SetVariable2

#191
📊 Data Mappings
name:
Addons
scope:
roundtrip
value:
{{merge(toArray(230.answers.`20`); toArray(230.answers.`2…
🔀
BasicFeeder
builtin:BasicFeeder

#192
↩️ References Data From
📊 Data Mappings
array:
{{191.Addons}}
⚙️
ComposeTransformer
util:ComposeTransformer

#193
📊 Data Mappings
value:
{{floor(192.key)}}
⚙️
TextAggregator
util:TextAggregator

#197
↩️ References Data From
📊 Data Mappings
value:
{{193.value}}
⚙️ Parameters
feeder:
192
rowSeparator:
📝
ActionGetForm
gravity-forms:ActionGetForm

#198
📊 Data Mappings
form_id:
2
🔀
BasicFeeder
builtin:BasicFeeder

#200
↩️ References Data From
📊 Data Mappings
array:
{{198.fields}}
⚙️
SetVariable2
util:SetVariable2

#199
↩️ References Data From
📊 Data Mappings
name:
Product PDF
scope:
roundtrip
value:
{{200.label}}

Route 2: Secondary Path
3 modules
👤
retrieveContact
infusionsoft:retrieveContact

#3
↩️ References Data From
📊 Data Mappings
contact_id:
{{60.ContactID}}
optional_properties:
[15 items]
👤
makeApiCall
infusionsoft:makeApiCall

#10
↩️ References Data From
📊 Data Mappings
url:
/v1/companies/{{3.company.id}}
method:
GET
headers:
[{key: Content-Type, value: app]
⚙️
SetVariables
util:SetVariables

#79
📊 Data Mappings
scope:
roundtrip
variables:
[6 items]

Route 3: Tertiary Path
7 modules
🔀
BasicRouter
builtin:BasicRouter

#186
🔀 Sub-Router #186 Contents

Route 1: Primary Path
3 modules
⚙️
Switcher
util:Switcher

#187
↩️ References Data From
🔗 External Resources
📋
Template File ID
(casesTable.output)

1R9–aQqRv88QUVHrYy6y2ZTx8V5jCya5

📋
Template File ID
(casesTable.output)

1CENxTfmB0gKUuqBG5XZs0toaRTtgy0sv

📋
Template File ID
(casesTable.output)

1xYTm9bgh50mJz1x_AGHjDzjN0KfujN6S

📊 Data Mappings
input:
{{60.Rep}}
casesTable:
[{output: 1R9–aQqRv88QUVHrYy6y, {output: 1CENxTfmB0gKUuqBG5XZs, {output: 1xYTm9bgh50mJz1x_AGHj]
useRegExpMatch:
False
⚙️
SetVariable2
util:SetVariable2

#188
↩️ References Data From
📊 Data Mappings
name:
Rep Template
scope:
roundtrip
value:
{{187.output}}
🔀
BasicRouter
builtin:BasicRouter

#261
🔀 Sub-Router #261 Contents

Route 2: Secondary Path
3 modules
⚙️
Switcher
util:Switcher

#189
↩️ References Data From
🔗 External Resources
📋
Template File ID
(casesTable.output)

1312OcwF_QOcxMt0kb2kkBbuScXHv-cvZ

📋
Template File ID
(casesTable.output)

1ZIdUxOq9pI6llM6KPvzUUUBXZtSuTvoU

📋
Template File ID
(casesTable.output)

1SXXZkiv-tKzk0A6dEW5SfgW4BIvgKlFy

📊 Data Mappings
input:
{{60.Rep}}
casesTable:
[{output: 1312OcwF_QOcxMt0kb2kk, {output: 1ZIdUxOq9pI6llM6KPvzU, {output: 1SXXZkiv-tKzk0A6dEW5S]
useRegExpMatch:
False
⚙️
SetVariable2
util:SetVariable2

#190
↩️ References Data From
📊 Data Mappings
name:
Rep Template
scope:
roundtrip
value:
{{189.output}}
🔀
BasicRouter
builtin:BasicRouter

#262
🔀 Sub-Router #262 Contents

Route 4: Quaternary Path
1 modules
⚙️
SetVariable2
util:SetVariable2

#109
📊 Data Mappings
name:
Notes
scope:
roundtrip
value:
This scenario creates proposals for PMT. Templates 1 and …

Route 5: Quinary Path
80 modules
⚙️
GetVariables
util:GetVariables

#69
📊 Data Mappings
variables:
[12 items]
⚙️
Switcher
util:Switcher

#61
↩️ References Data From
📊 Data Mappings
input:
{{60.Rep}}
casesTable:
[{output: AS, pattern: A.J. Sch, {output: JW, pattern: Josh Wit, {output: TK, pattern: Tony Kod]
useRegExpMatch:
False
🔀
BasicRouter
builtin:BasicRouter

#9
🔀 Sub-Router #9 Contents

Route 1: Primary Path
19 modules
📁
getAFile
google-drive:getAFile

#54
↩️ References Data From
📊 Data Mappings
file:
{{69.`Rep Template`}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/vnd.openxmlformats-officedocument.wordprocess…
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
⚙️
SetVariable2
util:SetVariable2

#169
↩️ References Data From
📊 Data Mappings
name:
Addons
scope:
roundtrip
value:
{{60.`Manually Entered Products`}}
🔀
BasicFeeder
builtin:BasicFeeder

#170
↩️ References Data From
📊 Data Mappings
array:
{{169.Addons}}
🔢
EvaluateExpression
math:EvaluateExpression

#177
📊 Data Mappings
expression:
{{parseNumber(170.`Price Per Unit (Must be numbers)`; "."…
⚙️
FunctionAggregator2
util:FunctionAggregator2

#71
↩️ References Data From
📊 Data Mappings
value:
{{177.result}}
⚙️ Parameters
fn:
sum
feeder:
170
🔢
EvaluateExpression
math:EvaluateExpression

#76
📊 Data Mappings
expression:
{{sum(71.result – 60.Discount)}}
🔀
BasicFeeder
builtin:BasicFeeder

#180
↩️ References Data From
📊 Data Mappings
array:
{{169.Addons}}
⚙️
SetVariables
util:SetVariables

#57
↩️ References Data From
📊 Data Mappings
scope:
roundtrip
variables:
[{name: Addon Name, value: {{18, {name: Addon Price, value: {{p, {name: Addon Quantity, value: ]
📄
FillDocumentAggregator
docx-templater:FillDocumentAggregator

#58
📊 Data Mappings
data:
{{54.data}}
values:
[18 items]
fileName:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
⚙️ Parameters
feeder:
180
endDelimiter:
]]
startDelimiter:
[[
🔀
BasicRouter
builtin:BasicRouter

#263
🔀 Sub-Router #263 Contents

Route 1: Primary Path
4 modules
📁
uploadAFile
google-drive:uploadAFile

#59
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{58.data}}
title:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
select:
value
convert:
True
filename:
{{58.fileName}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1YVtBy2HglawHeUZHqVzXK…
targetType:
application/vnd.google-apps.document
destination:
drive
📁
getAFile
google-drive:getAFile

#110
↩️ References Data From
📊 Data Mappings
file:
{{59.id}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/pdf
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
📁
uploadAFile
google-drive:uploadAFile

#106
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{110.data}}
title:
Proposal for {{69.`Company Name`}} by Premier Machine Tool
select:
value
convert:
False
filename:
{{110.name}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1ritTu1LAyGSrztXSuvyaj…
destination:
drive
🌐
ActionSendData
http:ActionSendData

#240
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
5 modules
☁️
uploadAFile
onedrive:uploadAFile

#265
📊 Data Mappings
data:
{{58.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{58.fileName}}
description:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
conflictBehavior:
rename
☁️
downloadAFile
onedrive:downloadAFile

#264
↩️ References Data From
📊 Data Mappings
file:
{{265.id}}
enter:
id
choose:
map
format:
False
select:
my
select1:
no
☁️
uploadAFile
onedrive:uploadAFile

#267
📊 Data Mappings
data:
{{264.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{264.filename}}
description:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
conflictBehavior:
rename
☁️
renameAFileFolder
onedrive:renameAFileFolder

#268
📊 Data Mappings
file:
{{267.id}}
name:
Proposal for {{69.`Company Name`}} by Premier Machine Tool
enter:
id
choose:
map
select:
my
select1:
no
file_or_folder:
file
🌐
ActionSendData
http:ActionSendData

#269
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
58 modules
📁
getAFile
google-drive:getAFile

#77
↩️ References Data From
📊 Data Mappings
file:
{{69.`Rep Template`}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/vnd.openxmlformats-officedocument.wordprocess…
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
📄
FillDocument
docx-templater:FillDocument

#78
📊 Data Mappings
data:
{{77.data}}
values:
[10 items]
fileName:
Coversheet {{60.ContactID}} – {{69.`Client Name`}}
dataSource:
form
⚙️ Parameters
endDelimiter:
}}
startDelimiter:
{{
📁
uploadAFile
google-drive:uploadAFile

#80
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{78.data}}
title:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} Co…
select:
value
convert:
True
filename:
{{78.fileName}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1YVtBy2HglawHeUZHqVzXK…
targetType:
application/vnd.google-apps.document
destination:
drive
📁
getAFile
google-drive:getAFile

#83
↩️ References Data From
📊 Data Mappings
file:
{{80.id}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/pdf
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
📦
searchFilesFolders
dropbox:searchFilesFolders

#2
↩️ References Data From
🔗 External Resources
📦
Dropbox Path
(path)

/PDF Proposals for Quote Generator

📊 Data Mappings
path:
/PDF Proposals for Quote Generator
limit:
1
search:
{{69.`Product PDF`}}
file_status:
active
file_categories:
[pdf]
🔀
BasicRouter
builtin:BasicRouter

#228
🔀 Sub-Router #228 Contents

Route 1: Primary Path
51 modules
📦
getFile
dropbox:getFile

#111
↩️ References Data From
📊 Data Mappings
path:
{{2.path_lower}}
select:
map
🔀
BasicRouter
builtin:BasicRouter

#84
🔀 Sub-Router #84 Contents

Route 1: Primary Path
6 modules
📕
postPdfMerge
pdf-co:postPdfMerge

#102
📊 Data Mappings
async:
15000
export:
{exportType: downloadFile}
import:
{name: Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…, inputs: [{data: {{83.data}}}, {data: {{111.data}}}], importType: upload}
expiration:
60
🔀
BasicRouter
builtin:BasicRouter

#288
🔀 Sub-Router #288 Contents

Route 1: Primary Path
2 modules
📁
uploadAFile
google-drive:uploadAFile

#103
↩️ References Data From
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{102.data}}
select:
value
convert:
False
filename:
{{102.name}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1ritTu1LAyGSrztXSuvyaj…
destination:
drive
🌐
ActionSendData
http:ActionSendData

#244
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
2 modules
☁️
uploadAFile
onedrive:uploadAFile

#289
↩️ References Data From
📊 Data Mappings
data:
{{102.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{102.name}}
conflictBehavior:
rename
🌐
ActionSendData
http:ActionSendData

#291
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
43 modules
📁
getAFile
google-drive:getAFile

#89
↩️ References Data From
📊 Data Mappings
file:
{{69.`Rep Pricing Sheet`}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/vnd.openxmlformats-officedocument.wordprocess…
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
⚙️
SetVariable2
util:SetVariable2

#162
📊 Data Mappings
name:
Addons
scope:
roundtrip
value:
{{merge(toArray(230.answers.`20`); toArray(230.answers.`2…
🔀
BasicFeeder
builtin:BasicFeeder

#90
↩️ References Data From
📊 Data Mappings
array:
{{162.Addons}}
⚙️
ComposeTransformer
util:ComposeTransformer

#91
📊 Data Mappings
value:
{{indexOf(90.value; "|")}}
⚙️
SetVariables
util:SetVariables

#92
📊 Data Mappings
scope:
roundtrip
variables:
[{name: Addon Name, value: {{su, {name: Addon Price, value: {{s]
⚙️
SetVariables
util:SetVariables

#93
📊 Data Mappings
scope:
roundtrip
variables:
[{name: Total Price, value: {{r]
⚙️
FunctionAggregator2
util:FunctionAggregator2

#94
↩️ References Data From
📊 Data Mappings
value:
{{93.`Total Price`}}
⚙️ Parameters
fn:
sum
feeder:
90
🔢
EvaluateExpression
math:EvaluateExpression

#95
📊 Data Mappings
expression:
{{sum(94.result + parseNumber(replace(69.`Main Item Price…
🔢
EvaluateExpression
math:EvaluateExpression

#96
📊 Data Mappings
expression:
{{sum(95.result – 60.Discount)}}
⚙️
SetVariable2
util:SetVariable2

#207
📊 Data Mappings
name:
Addons
scope:
roundtrip
value:
{{merge(toArray(230.answers.`20`); toArray(230.answers.`2…
🔀
BasicFeeder
builtin:BasicFeeder

#208
↩️ References Data From
📊 Data Mappings
array:
{{207.Addons}}
🔀
BasicRouter
builtin:BasicRouter

#238
🔀 Sub-Router #238 Contents

Route 1: Primary Path
31 modules
⚙️
ComposeTransformer
util:ComposeTransformer

#209
📊 Data Mappings
value:
{{indexOf(208.value; "|")}}
⚙️
SetVariables
util:SetVariables

#210
📊 Data Mappings
scope:
roundtrip
variables:
[{name: Addon Name, value: {{su, {name: Addon Price, value: {{r]
📄
FillDocumentAggregator
docx-templater:FillDocumentAggregator

#97
📊 Data Mappings
data:
{{89.data}}
values:
[19 items]
fileName:
Pricing Sheet – {{60.ContactID}} –{{69.`Client Name`}}
⚙️ Parameters
feeder:
208
endDelimiter:
}}
startDelimiter:
{{
🔀
BasicRouter
builtin:BasicRouter

#239
🔀 Sub-Router #239 Contents

Route 1: Primary Path
13 modules
🔀
BasicRouter
builtin:BasicRouter

#271
🔀 Sub-Router #271 Contents

Route 1: Primary Path
5 modules
📁
uploadAFile
google-drive:uploadAFile

#98
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{97.data}}
title:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} P…
select:
value
convert:
True
filename:
{{97.fileName}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1YVtBy2HglawHeUZHqVzXK…
targetType:
application/vnd.google-apps.document
destination:
drive
📁
getAFile
google-drive:getAFile

#211
↩️ References Data From
📊 Data Mappings
file:
{{98.id}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/pdf
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
📕
postPdfMerge
pdf-co:postPdfMerge

#99
📊 Data Mappings
async:
15000
export:
{exportType: downloadFile}
import:
{name: Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…, inputs: [{data: {{83.data}}}, {data: {{111.data}}}, {data: {{211.data}}}], importType: upload}
expiration:
60
📁
uploadAFile
google-drive:uploadAFile

#100
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{99.data}}
title:
Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…
select:
value
convert:
False
filename:
{{99.name}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1ritTu1LAyGSrztXSuvyaj…
destination:
drive
🌐
ActionSendData
http:ActionSendData

#245
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
7 modules
☁️
uploadAFile
onedrive:uploadAFile

#272
📊 Data Mappings
data:
{{97.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{97.fileName}}
description:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
conflictBehavior:
rename
☁️
downloadAFile
onedrive:downloadAFile

#273
↩️ References Data From
📊 Data Mappings
file:
{{272.id}}
enter:
id
choose:
map
format:
False
select:
my
select1:
no
🔀
BasicRouter
builtin:BasicRouter

#279
🔀 Sub-Router #279 Contents

Route 1: Primary Path
4 modules
📕
postPdfMerge
pdf-co:postPdfMerge

#278
📊 Data Mappings
async:
15000
export:
{exportType: downloadFile}
import:
{name: Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…, inputs: [{data: {{83.data}}}, {data: {{111.data}}}, {data: {{211.data}}}], importType: upload}
expiration:
60
☁️
uploadAFile
onedrive:uploadAFile

#274
📊 Data Mappings
data:
{{278.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{278.name}}
description:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
conflictBehavior:
rename
☁️
renameAFileFolder
onedrive:renameAFileFolder

#275
📊 Data Mappings
file:
{{274.id}}
name:
Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…
enter:
id
choose:
map
select:
my
select1:
no
file_or_folder:
file
🌐
ActionSendData
http:ActionSendData

#276
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
14 modules
📄
FillDocumentAggregator
docx-templater:FillDocumentAggregator

#231
📊 Data Mappings
data:
{{89.data}}
values:
[19 items]
fileName:
Pricing Sheet – {{60.ContactID}} –{{69.`Client Name`}}
⚙️ Parameters
feeder:
239
endDelimiter:
}}
startDelimiter:
{{
🔀
BasicRouter
builtin:BasicRouter

#286
🔀 Sub-Router #286 Contents

Route 1: Primary Path
5 modules
📁
uploadAFile
google-drive:uploadAFile

#232
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{231.data}}
title:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} P…
select:
value
convert:
True
filename:
{{231.fileName}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1YVtBy2HglawHeUZHqVzXK…
targetType:
application/vnd.google-apps.document
destination:
drive
📁
getAFile
google-drive:getAFile

#233
↩️ References Data From
📊 Data Mappings
file:
{{232.id}}
select:
map
formatDrawings:
image/jpeg
formatDocuments:
application/pdf
formatSpreadsheets:
application/vnd.openxmlformats-officedocument.spreadsheet…
formatPresentations:
application/vnd.openxmlformats-officedocument.presentatio…
📕
postPdfMerge
pdf-co:postPdfMerge

#234
📊 Data Mappings
async:
15000
export:
{exportType: downloadFile}
import:
{name: Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…, inputs: [{data: {{83.data}}}, {data: {{111.data}}}, {data: {{233.data}}}], importType: upload}
expiration:
60
📁
uploadAFile
google-drive:uploadAFile

#236
🔗 External Resources
📁
Google Drive Folder
(folderId)

10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H

📊 Data Mappings
data:
{{234.data}}
title:
Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…
select:
value
convert:
False
filename:
{{234.name}}
folderId:
/10EB8QrKO6m1k4oKZ592QO1DSq8x6B16H/1ritTu1LAyGSrztXSuvyaj…
destination:
drive
🌐
ActionSendData
http:ActionSendData

#246
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
7 modules
☁️
uploadAFile
onedrive:uploadAFile

#280
📊 Data Mappings
data:
{{231.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{231.fileName}}
description:
{{60.ContactID}} {{69.`Client Name`}}- {{60.Solution}} {{…
conflictBehavior:
rename
☁️
downloadAFile
onedrive:downloadAFile

#281
↩️ References Data From
📊 Data Mappings
file:
{{280.id}}
enter:
id
choose:
map
format:
False
select:
my
select1:
no
🔀
BasicRouter
builtin:BasicRouter

#282
🔀 Sub-Router #282 Contents

Route 1: Primary Path
4 modules
📕
postPdfMerge
pdf-co:postPdfMerge

#283
📊 Data Mappings
async:
15000
export:
{exportType: downloadFile}
import:
{name: Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…, inputs: [{data: {{83.data}}}, {data: {{111.data}}}, {data: {{211.data}}}], importType: upload}
expiration:
60
☁️
uploadAFile
onedrive:uploadAFile

#284
↩️ References Data From
📊 Data Mappings
data:
{{283.data}}
enter:
id
folder:
None
select:
my
select1:
no
filename:
{{283.name}}
conflictBehavior:
rename
☁️
renameAFileFolder
onedrive:renameAFileFolder

#285
📊 Data Mappings
file:
{{284.id}}
name:
Proposal for {{69.`Company Name`}} for {{69.`Main Item Na…
enter:
id
choose:
map
select:
my
select1:
no
file_or_folder:
file
🌐
ActionSendData
http:ActionSendData

#287
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

Route 2: Secondary Path
1 modules
🌐
ActionSendData
http:ActionSendData

#247
📊 Data Mappings
url:
[REDACTED WEBHOOK URL]
gzip:
True
method:
post
useMtls:
False
bodyType:
multipart_form_data
serializeUrl:
False
⚙️ Parameters
handleErrors:
True
useNewZLibDeCompress:
True

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Disclaimer

The information provided in this article is for general educational and informational purposes only and does not constitute legal, financial, investment, tax, or professional advice. Note Servicing Center, Inc. is a licensed loan servicer and does not provide legal counsel, investment recommendations, or financial planning services. Reading this content does not create an attorney-client, fiduciary, or advisory relationship of any kind.

Nothing in this article constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, promissory note, mortgage note, fractional interest, or other investment product. Any references to notes, yields, returns, or investment structures are illustrative and educational only. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal.

Note investing, real estate transactions, and lending activities are subject to federal, state, and local laws that vary by jurisdiction and change over time. Before making any decision based on the information in this article, you should consult with a qualified attorney, licensed financial advisor, certified public accountant, or other appropriate professional who can evaluate your specific circumstances.

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