Pabbly Connect Integration Simpro - Potential Syntax Issue

[admin-m1g]

Hi,
We've been advised by SimPro Developer Support that there's an issue with the Simpro Integration by Pabbly.
As referenced here by another user with a similar issue:

API issue in create individuals customer - simPRO API Forum

Simply put, it asks us to enter in the family & given name. Even if we insert the sample format which SimPro report back in their error it doesn't work.
See attached screenshots.

 

[Supreme]

Hey @admin-m1g

In the Simpro action step, you need to pass the tag id instead of the name which is available in the dropdown.

 

[admin-m1g]

Thanks @Supreme, another question, how can we add notes to the customer record? The note tab is a native field in Simpro.

 

[Supreme]

Hey @admin-m1g

We have forwarded the requirement to add the note field in the action step and they will try to add it soon.

 

[admin-m1g]

Hi @Supreme
It also looks like we can't create a new lead in Simpro or perhaps I am mistaken?

 

[Supreme]

If you have some requirement related to the applications' action step then you may post the submission to add it on the platform here - https://pabbly.hellonext.co/

Our integration team will look into it and add it accordingly.

 

[Nivesh]

Hey @admin-m1g,

We are pleased to inform you that a new action called "Create Customer Note" has been added, allowing you to add notes to the customer record. If you encounter any issues, please do not hesitate to inform us.

Best Regards,
Pabbly.com