Connecting to Flowlu

[mustafamohsen]

I have a workflow called Add Amelia Clients to Encharge and Flowlu. I'm facing challenge adding clients to Flowlu since Add action does not check for client existence (which lead to duplicates), and adding a search action make it too complex, since Account is created in one action, then email is added in another!

What I want is to add Amelia booking client to Flowlu as a CRM account (first name, last name, email, phone) if it doesn't already exist

Would you help me with that?

 

[Pabbly]

Unfortunately adding a client in the Flowlu as a CRM account if not found already is not possible in one step as you are asking about.

You will first have to search whether that email is already registered as a CRM account or not, and based on that you will to have add them in CRM account. That's is how it will work.

Here's the screenshot of that workflow as well for your reference -

The filter steps check whether the email address has been found in the previous search step. Note that the filter step will not consume any tasl.

 

[mustafamohsen]

Unfortunately adding a client in the Flowlu as a CRM account if not found already is not possible in one step as you are asking about.

You will first have to search whether that email is already registered as a CRM account or not, and based on that you will to have add them in CRM account. That's is how it will work.

Here's the screenshot of that workflow as well for your reference -

View attachment 1675

The filter steps check whether the email address has been found in the previous search step. Note that the filter step will not consume any tasl.

Thanks for the reply
Doing that, I'm facing the following problems:
1- Data doesn't get entered the Account. I have set it to receive First Name, Last Name, and phone from Amelia. Checking the logs I can't see any Data In in the Create CRM Account step. Thus, an emply account is created
2- I can't find a way to tag the account, neither in the create step or as a separate step

EDIT: First point seems to work now. Maybe it was a delay or so

 

[Pabbly]

Are you referring to "Account Type"?

 

[mustafamohsen]

Nope.. I'm referring to 'Tag', which doesn't exist in the integration.
I have added this to requested features but it was put on hold due to lack of API support so far
Thanks

 

[Hermes]

Because "tags" are not listed in the fields that you can modify with api (https://www.flowlu.com/api/#tag/Accounts/paths/~1crm~1account~1create/post). They mention https://www.flowlu.com/api/#tag/Global-tags but not how you can add it to an entry.

 

[mustafamohsen]

Because "tags" are not listed in the fields that you can modify with api (https://www.flowlu.com/api/#tag/Accounts/paths/~1crm~1account~1create/post). They mention https://www.flowlu.com/api/#tag/Global-tags but not how you can add it to an entry.

Yes, I noticed that. Technically it Tags are not fields their standalone objects with many-to-many relationship. As you said, they can be created but the problem is with in creating the relation