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Search results

  1. C

    Add or Remove Tag Action for LionDesk

    Hi team! I would like to be able to automatically add or remove a tag from a LionDesk contact identified in a previous step of a workflow based on certain conditions. I wasn't able to find an action to accomplish that. I see an action for creating a tag, but it looks like that will simply...
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    Search Contact in LionDesk via E-mail - No Criteria Field

    Hi Team! Thanks for adding the search contact by e-mail action for LionDesk. When I went to use it, there was no place to enter/map the e-mail criteria.
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    Checking for an Existing Contact in Office365

    Hi Team! In Zapier, there is an option to check if a contact already exists in Office365 and only add a new contact if there's no match with an existing contact. Is there a way I can accomplish this in Pabbly Connect? Also, there are a lot of available Office365 contact fields not available to...
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    Find Contact in LionDesk via E-mail

    Hi Team! You previously added a LionDesk action to find a contact via phone number. Is there one available to find a contact by e-mail address? I want to be able to have the workflow check to see if the contact is already in LionDesk. I will create different routes depending on whether or not...
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    Will Google forms responses trigger instantly?

    Hi Team! I set up Google Sheet webhooks, and the test submission works. When I use re-capture webhook response in Pabbly Connect and put in a new test response in my Google form, the new row appears in the Google sheet, but Pabbly Connect continues waiting for a webhook response. Do Google form...
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    Error on Submitting New Contact Action to LionDesk

    Hi Team! I got this error when submitting a create contact action to LionDesk. What does the code 500 mean?
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    Normalize Phone Number

    Hi Team! What is the best way to extract a10-digit phone number in any format and get it with no country code, dashes, dots, or space Possible Inputs: ###-###-####, (###) ###-###, ###.###.####, etc. Desired Output: ########## Thanks so much!
  8. C

    Find a Contact in LionDesk Based on Mobile Phone Number

    Hi Team! In Zapier, there's a LionDesk action trigger to find a contact by mobile phone number, which returns the LionDesk contact ID if there is one. I use use this feature to synchronize text message activity on my cell phone into LionDesk. Since the text messages have phone numbers and not...
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    Extract a Pattern from E-mail Body Text

    I'm having trouble understanding the basics of creating a pattern via Regex expressions. I want to auto-forward e-mails from another system to e-mail parser and then use the text formatter to recognize the general pattern of those e-mails and extract just the phone number and message portions...
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