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Recent content by Finspro

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    API Request on free plan?

    Hi @Preeti Paryani , seems to be solved, my customer seems to have checked in trigger instead of actions, in actions he could find the API, he will test this now, thank you. Also thanks for reminding on the Plan overview, i am aware of that but could not find specifically something regarding...
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    API Request on free plan?

    Hi Pabbly Team, i wanted to let one customer know about the integration options for pabbly connect and they wanted to check with API Request manual, but seems not available? Can you please let us know if this is not available in free plan? Also what else would not be available in free plan...
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    Pipedrive - Person is not found although it got linked

    Hi @Preeti Paryani Ok, i will test that. But .... userfriendly is a bit different though ;) Thank you for your tip with that :) Have a nice evening. Regards Christian
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    Pipedrive - Person is not found although it got linked

    Good morning @Preeti Paryani , thank you for your feedback - so lets say, even with the mentioned steps, i will not be able to save the one extra step right? The Pipeline is one of the most needed fields, so i need that first, so i need to use the basic step first. BR Christian
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    Pipedrive - Person is not found although it got linked

    Thank you @ArshilAhmad , looking forward for your information :)
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    Pipedrive - Person is not found although it got linked

    Good evening @ArshilAhmad , of course, the fields i have available in Create Deal are: Title Creation Date Status Pipeline ID Stage Owner Organization Person ID Probability Value Currency Label Visible to With the Update Deal with Custom Fields i need to fill / update at this moment (later...
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    Pipedrive - Person is not found although it got linked

    Hi @ArshilAhmad , as i mentioned, not all fields of the deal are covered in one step, so i had to use both to get all information handled, that is why i told in the other case that we have a waste of tasks due to this situation. Do you need more details on the fields? Will that be reviewed...
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    Pipedrive - fields spread over separate actions (or not shown) causes unneccesary task usage

    Perfect, thank you very much for this @Preeti Paryani , will check it out and come back if additional questions arise. Have a good day! Regards Christian
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    Pipedrive - different behavior for same fields in different actions

    Hi @Preeti Paryani , thank you for your feedback - although i would have expected the picklist-values out of the triggered system whereever possible, at least as long as it is consistent, it is ok. Regarding the Labels, it is REALLY confusing ... not sure why this is setup this way when you...
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    Pipedrive - Person is not found although it got linked

    Hi @Preeti Paryani and @ArshilAhmad , just wanted to give feedback, i do the workflow now with Find Person (as Find and Create will not work correctly as intended (Please check that and maybe adjust this action or replace accordingly). Then i go into router for Existing or New Contact...
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    Pipedrive - Person is not found although it got linked

    Hi @Preeti Paryani , ok will check that and let you know afterwards. BR Christian
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    Pipedrive - fields spread over separate actions (or not shown) causes unneccesary task usage

    Perfect, thank you in advance @Preeti Paryani
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    Pipedrive - Person is not found although it got linked

    Hi @Preeti Paryani , ok, got it. So what would be the recommended procedure here? I can not use the success result, as both times there would be one (existing or deleted but still in system). So i assume i should check the ID behind the account if existing, or do you have a better approach...
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    Pipedrive - fields spread over separate actions (or not shown) causes unneccesary task usage

    Hi @Preeti Paryani , these information seem to be the ones i miss in the current setup, looks good :) BR Christian
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    Pipedrive - Person is not found although it got linked

    Hi @Preeti Paryani , thank you for your feedback, will build it this way, but doing these steps i encounter the next issue. Which may be also data based but in this case i am not sure how to handle this as this might always be coming. When i contact that is in Pipedrive but not active yet...
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