Flowlu - "update CRM account": account's category won't update
Status: Closed · Asked by Yaniv Kirshon on · 0 views
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!
Hey @Yan
Sorry for the inconvenience, we are currently looking into it. Shall notify you with an update soon.
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.
@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!