Plutio create people and company issue

Neo Wang

Member
Hi,
I want to create Company with people, but there is no option now.
I try to using hooks data to Plutio both Company and people then create proposal, I try to add Company first, but it request to fill people, but I still no people with this company, if I change add people first, it will request me to fill Company, but I still have no Company to select, I try to mapping, but it will show error.
How to both import Company and people?
 

Supreme

Well-known member
Staff member
Hey @Neo Wang

I want to create Company with people, but there is no option now.
I try to using hooks data to Plutio both Company and people then create proposal, I try to add Company first, but it request to fill people, but I still no people with this company, if I change add people first, it will request me to fill Company, but I still have no Company to select, I try to mapping, but it will show error.
How to both import Company and people?

For your concern you need to 2 action step where at first you can create the person with the help of "Create Person without Custom Fields" and "Create Company with Custom fields", please check out the following screenshot for better understanding.

2021-11-30_11h22_25.png
 

Neo Wang

Member
Hi, Thank you very much, but it's only work for this people.
I'm using Elementor to create the data, If I submit another data, it will still using that people's info.
Can I let it automatic fill my new submit every time?
 
Last edited:

Supreme

Well-known member
Staff member
Hey @Neo Wang

It seems like you didn't map the person field with its ID in your workflow and because of that, you are having this response.

Though we have done the correct mapping for you, kindly try again.

unnamed2.png
 
Top