Flowlu - "update CRM account": account's category won't update

[Yan]

Your Workflow URL

https://connect.pabbly.com/workflow/mapping/IjU3NjIwNTZlMDYzNjA0MzQ1MjY1NTUzMCI_3D_pc

Hi there,
I'm trying to set up a workflow, where an opportunity is won in Flowlu, the customer's category will get updated to another value (eg. from "prospect" to "client").

So I have an automation set up inside Flowlu, this sends a webhook which triggers the workflow in pabbly.
I then use "Update CRM account" as a second step, put the mapped "current customer id" under "CRM account" field, and pick my wanted category, eg. "client".
However this doesn't work and it doesn't change the category.

I do have a third step in the workflow (which works) - to add tag to the person with "client", but I want this to be in the category as well.

Would like your assistance, thank you!

 

[Pabblymember11]

Hey @Yan

Sorry for the inconvenience, we are currently looking into it. Shall notify you with an update soon.

 

[Pabblymember11]

Hey @Yan

We have tested the same at our end and the category Id is getting updated via the action step.

you may refer to the following short recorded video.

https://www.screenpresso.com/cloud/WvZ2f/

 

[Yan]

@Supreme I see - now I tried and it works. I think maybe I didn't hit refresh before?
anyway problem solved for now, thank you!