I am trying to create a task in Plutio, triggered by creation or editing of a proposal, and containing the email of the proposal's client for tracking purposes. Problem is that I cant figure out how to get the email address. I got the webhook to listen for contact creation a and proposal creation, but that just triggered too many tasks being created.
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Putting email addy into a Plutio task
- Thread starter Durkis
- Start date
Thanks. I watched the video.
When I run this automation, Plutio goes into a loop producing tasks entitled "AUTO follow up email 1" which is is not the title given in the automation, nor the template given, or the date specified in the automation. The webhook is listening for only proposal editing, so I don't see where the loop comes from. I did not go as far as turning off the two other running automations, but neither of them are creating tasks with that title. This happened twice.
Thanks,
Stuart
When I run this automation, Plutio goes into a loop producing tasks entitled "AUTO follow up email 1" which is is not the title given in the automation, nor the template given, or the date specified in the automation. The webhook is listening for only proposal editing, so I don't see where the loop comes from. I did not go as far as turning off the two other running automations, but neither of them are creating tasks with that title. This happened twice.
Thanks,
Stuart
Hey @Durkis
In your workflow(Create first follow-up task. Attach proposal ID and EMAIL OF CLIEN.....) you are using the webhook trigger to capture the proposal but from the trigger, you are getting all types of methods whereas tasks data are also coming and which is moving on the Plutio's action event of "Create Task". Therefore it is creating a loop.
As a solution, you can use the filter action step, where you can restrict other methods except the proposal which you are converting further.
In your workflow(Create first follow-up task. Attach proposal ID and EMAIL OF CLIEN.....) you are using the webhook trigger to capture the proposal but from the trigger, you are getting all types of methods whereas tasks data are also coming and which is moving on the Plutio's action event of "Create Task". Therefore it is creating a loop.
As a solution, you can use the filter action step, where you can restrict other methods except the proposal which you are converting further.
Hey @Durkis
You can make the custom JSON for your API call from Plutio's API documentation.
API documentation -
docs.plutio.com
Eg -
{"taskGroupId":"wnsYeQATiztShX8Zf","title":"My task","assignedTo":["7uvJeXLgDw858widw"]}
{"title": "My task","projected": " "}
You can make the custom JSON for your API call from Plutio's API documentation.
API documentation -
Plutio API
docs.plutio.com
Eg -
{"taskGroupId":"wnsYeQATiztShX8Zf","title":"My task","assignedTo":["7uvJeXLgDw858widw"]}
{"title": "My task","projected": " "}