Issue with creating opportunity in Flowlu

[digitalMP]

I am attempting to create a new CRM contact and opportunity within Flowlu. I am able to create a new contact, but I am getting the error "Details Name - Name cannot be empty" when I try to create a new opportunity:

I have followed the instructions for creating a new CRM contact as laid out in this video:

I have followed the instructions for creating a new opportunity as laid out in this video:

This is how my fields are mapped for customer ID:

I have followed the instructions for doing a date conversion, as was recommended in this post with the same issue:
Issues with flowlu

This is how my start/end date fields look:

What is causing this error to take place? What is the field "details name"? Does it exist? I have tried running this task with information in all available fields and I still receive this error message.

I seem to be following all of the tutorials/directions and I cannot get this to work.

 

[Preeti Paryani]

Hello @digitalMP,

Pabbly

connect.pabbly.com

Please allow us some time to look into the issue, and we will get back to you with the updates as we have some.

 

[Preeti Paryani]

Hello @digitalMP,

Please try using the Create Opportunity (Beta) action instead and let us know if it works fine for you.

 

[digitalMP]

That has fixed the issue - it is now working as expected.

Do I need to do anything to update this task going forward? Should I keep it set to Create Opportunity (Beta)?

 

[Preeti Paryani]

Hello @digitalMP,

Thank you for the update.

You can keep the "Create Opportunity (Beta)" action in your workflow as it appears to be working fine.

 

[digitalMP]

Thanks, @Preeti Paryani

I do have one other question now. I noticed that I cannot seem to set the Stage ID of the opportunity. I am given the options of 1-4, but none of those options seem to change the Stage ID of the opportunity in the pipeline. Do you know how to update this?

 

[ArshilAhmad]

Currently, you have set the Stage ID manually, so each time a new opportunity is created it will always have the ID you have set (New). If you want to create a new opportunity with different stages, you would have to map the value from above.