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VARIABLE_VALUE

Glenn G

Member
So this is some of the details on this backend of Flowlu CRM Webhooks and details being shared with Pabbly Connect.

If someone can help me understand more on linking these to Wave Accounting.

CRM - Accounts - Create

CRM - Accounts​

NameDescription
idAbsence's ID
type(Required)Account type:
  • Organization = 1
  • Contact = 2
nameName (title) for Organization
honorific_idHonorific title for Contact
first_nameContact first name
middle_nameContact middle (second) name
last_nameContact last name
second_name
descriptionDescription
activeIf = 0, Inactive.
Default value = 1.
created_byUser id
created_dateCreated date
created_from
updated_by
updated_dateUpdated date
merged_toId of entry in which current account was merged
manager_idAssigned user id
industry_idid of entry in Industries table
company_type_idId of entry in Account Categories table
pricelist_idPrice list id
birth_date
name_legalLegal name for Organization
name_legal_fullFull legal name for Organization
phonePrimary phone number
phone2Additional phone number
phone3Additional phone number
emailEmail (Deprecated) To add an E-mail, use E-mails
email_personalPersonal email (Deprecated) To add an E-mail, use E-mails
webWebsite
icqICQ id
skypeSkype account id
link_googleLink to Google+
link_facebookLink to Facebook
link_vkLink to Vk.com
link_linkedinLink to LinkedIn
link_instagramLink to Instagram
taxAccount VAT (or TAX ID)
kppAdditional Account VAT (or TAX ID)
ogrnAdditional Account VAT (or TAX ID)
bankBank Details text
countryCountry
stateState, Region
cityCity
postal_codeZIP code
address_1Address Line 1
address_2Address Line 2
address_3Address Line 3
shipping_countryCountry
shipping_stateState, Region
shipping_cityCity
shipping_postal_codeZIP code
shipping_address_1Address Line 1
shipping_address_2Address Line 2
shipping_address_3Address Line 3
shipping_longitude
shipping_latitude
shipping_location_accuracy
billing_countryCountry
billing_stateState, Region
billing_cityCity
billing_postal_codeZIP code
billing_address_1Address Line 1
billing_address_2Address Line 2
billing_address_3Address Line 3
lead_id
position
company_id
addressAddress
address_legalLegal address
currency_id
tags
address_sortable_id
longitude
latitude
location_accuracy
billing_longitude
billing_latitude
billing_location_accuracy
old_company_id
old_company_type
old_contact_id
search_content
refName of the import source of the object (system, etc.)
ref_idUUID in the system from where the import was made.
guid_1c1c GUID
timezone
organization_employee_count
organization_revenue
organization_expenses
organization_registration_date
last_activity_id
last_activity_time
last_activity_model



CRM - Accounts - Update

CRM - Accounts​

NameDescription
idAbsence's ID
type(Required)Account type:
  • Organization = 1
  • Contact = 2
nameName (title) for Organization
honorific_idHonorific title for Contact
first_nameContact first name
middle_nameContact middle (second) name
last_nameContact last name
second_name
descriptionDescription
activeIf = 0, Inactive.
Default value = 1.
created_byUser id
created_dateCreated date
created_from
updated_by
updated_dateUpdated date
merged_toId of entry in which current account was merged
manager_idAssigned user id
industry_idid of entry in Industries table
company_type_idId of entry in Account Categories table
pricelist_idPrice list id
birth_date
name_legalLegal name for Organization
name_legal_fullFull legal name for Organization
phonePrimary phone number
phone2Additional phone number
phone3Additional phone number
emailEmail (Deprecated) To add an E-mail, use E-mails
email_personalPersonal email (Deprecated) To add an E-mail, use E-mails
webWebsite
icqICQ id
skypeSkype account id
link_googleLink to Google+
link_facebookLink to Facebook
link_vkLink to Vk.com
link_linkedinLink to LinkedIn
link_instagramLink to Instagram
taxAccount VAT (or TAX ID)
kppAdditional Account VAT (or TAX ID)
ogrnAdditional Account VAT (or TAX ID)
bankBank Details text
countryCountry
stateState, Region
cityCity
postal_codeZIP code
address_1Address Line 1
address_2Address Line 2
address_3Address Line 3
shipping_countryCountry
shipping_stateState, Region
shipping_cityCity
shipping_postal_codeZIP code
shipping_address_1Address Line 1
shipping_address_2Address Line 2
shipping_address_3Address Line 3
shipping_longitude
shipping_latitude
shipping_location_accuracy
billing_countryCountry
billing_stateState, Region
billing_cityCity
billing_postal_codeZIP code
billing_address_1Address Line 1
billing_address_2Address Line 2
billing_address_3Address Line 3
lead_id
position
company_id
addressAddress
address_legalLegal address
currency_id
tags
address_sortable_id
longitude
latitude
location_accuracy
billing_longitude
billing_latitude
billing_location_accuracy
old_company_id
old_company_type
old_contact_id
search_content
refName of the import source of the object (system, etc.)
ref_idUUID in the system from where the import was made.
guid_1c1c GUID
timezone
organization_employee_count
organization_revenue
organization_expenses
organization_registration_date
last_activity_id
last_activity_time
last_activity_model



Finance - Invoice - Create

Finance - Invoice​

NameDescription
idAbsence's ID
activeIf = 0, Inactive.
Default value = 1.
invoice_numberInvoice number
invoice_number_printInvoice print number
manager_idAssigned user id
category_idCategory id Default- 0
company_nameCustomer name
company_legal_nameCustomer legal name
contact_personContact
contact_person_positionContact person position
show_add_sign_stringShow additional sigh string
contact_person2Secont contact
contact_person2_positionSecond contact position
dateInvoice date
due_dateDue date
statusStatus id:
  • 5 - Empty
  • 10 - New
  • 12 - Need aproove
  • 13 - Approved
  • 20 - Partially Paid
  • 30 - Overpaid
  • 40 - Paid
template_idInvoice template id
currency_idCurrency symbol
ps_currency_idcurrency Id of estimated revenue
plan_money_idCONFIG.PLAN_MONEY_ID.DESC
pm_currency_idCONFIG.PLAN_MONEY_CURRENCY_ID.DESC
plan_money_totalCONFIG.PLAN_MONEY_TOTAL.DESC
currency_codeCurrency code
sub_totalSub total
tax_totalTax total
totalTotal
bcy_paid_totalAmount in the account's base currency
pscy_paid_totalAmount in the currency of estimated revenue
shipping_chargeShipping charge
adjustmentAdjustment
adjustment_descriptionAdjustment description
discountDiscount
discount_before_taxDiscount before tax
invoice_emailedEmail status.
  • 1 - Sended
  • 0 - Not sended
invoice_emailed_dateInvoice emailed date
reminders_sentRemainder sent
reminders_sent_dateSent date
payment_optionsPayment options
invoice_footerCustom Note
invoice_termsCONFIG.M.FIN.INVOICE.INVOICE_TERMS_TEXT.DESCTerms and Conditions
address1_addressBill from address
address1_cityBill from city
address1_stateBill from state
address1_zipBill from zip
address1_country_idBill from country
address2_addressAddress
address2_cityBill to city
address2_stateBill to state
address2_zipBill to ZIP
address2_country_idCountry ID
address3_address
address3_city
address3_state
address3_zip
address3_country_id
created_byUser id
created_dateCreated date
changed_byUser id
changed_dateUpdated date
moduleModule
modelModel
model_idModel id
group_idGroup id
org_idOrganization id
org_account_idOrganization account id
refName of the import source of the object (system, etc.)
ref_idUUID in the system from where the import was made.
company_phonePhone
company_phone2Company second phone
company_vatAdditional Account VAT (or TAX ID)
company_vat2Additional Account VAT (or TAX ID)
org_phoneOrganization phone
org_phone2Organization phone
org_vatAdditional Account VAT (or TAX ID)
org_vat2Additional Account VAT (or TAX ID)
tax1Tax 1 (%)
tax2Tax 2 (%)
tax1_included
  • 1 - Include in price
  • 0 - Not included
tax2_includedTAX2:
  • 1 - Include in price
  • 0 - Not included
discount_is_percentIs discount percent (Default - 1):
  • 1 - Yes
  • 0 - No
Default - 1
crm_company_idCustomer id
uuidA universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems
typeInvoice type
is_templateIs template:
  • 1 - Yes
  • 0 - No
template_nameTemplate name
pricelist_idPrice list id
bank_idBank id
bankBank name
paymethod_idPaymethod id
estimate_idEstimate id
exported_1cExported 1C
referenceName of the import source of the object (system, etc.)
paid_datePaid date
recurring_invoice_idRecurring invoice id



 

Glenn G

Member
What about the reference of:

"Previous Fields" and "Current Fields"
when running a workflow?

if a workflow finds nothing in Current Fields because "Previous Fields" were empty.

Or a reverse of that Current Field is Filled in but no Previous Fields are empty because its a first time entry.

After the first time entry and we enter in some data but cant enter all data.

Missing a shipping address but have a billing address what can we do to prevent a loss of data being sent over?

we need to write out the data we can archive but cant not enter data but we need to have a place to start what is the process thereafter?
As i shared below you can see many blank spaces where details wont show as nothing is being allowed by the Flowlu.com - how do i get around this? If i must fill in all fields?
 

Arshita

Moderator
Staff member
Hey @Glenn G

Can you please provide more information about the specific event you are referring to when you mention the "Current field" and "Previous field"? This will help me to understand your question better and provide you with more accurate assistance.

Also, can you let me know which event you are using within Flowlu so that I can review it and provide further guidance?
 

Glenn G

Member
here is the cuurent error i have

from pabbly connect based on dt made above can you please update as to next course of action???
 

Attachments

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Glenn G

Member
im looking for a pabbly connect from
Flowlu CRM (www.flowlu.com) to Wave Accounting (www.wavapps.com)

● Accounts 2-ways sync
● Contacts 2-ways sync
● Invoices 2-ways sync
● Refunds 2-ways sync.
● Credits 2-ways sync.
● Payments 2-ways sync.
● A/R (Accounts Receivable) 2-ways sync
● A/P (Accounts Payable) 2-ways sync
 

Arshita

Moderator
Staff member
from pabbly connect based on dt made above can you please update as to next course of action???
Based on the information you provided, it appears that there was an issue with the province code in your workflow. However, our team has mapped the province code in your workflow and after testing it, it seems to be working perfectly.
1681388608281.png

To ensure that the issue is resolved from your end too, I request you to please check the workflow and test it thoroughly. If you encounter any issues or errors, please let me know immediately so that we can further investigate and resolve the issue.
Flowlu CRM (www.flowlu.com) to Wave Accounting (www.wavapps.com)
Based on your query, I would like to inform you that currently, the following syncing options are available:
●Accounts 2-ways sync
● Contacts 2-ways sync
● Invoices 2-ways sync

Please note that any other type of sync or customization outside of these options may not be possible.
 

Glenn G

Member
Based on the information you provided, it appears that there was an issue with the province code in your workflow. However, our team has mapped the province code in your workflow and after testing it, it seems to be working perfectly.
View attachment 24445
To ensure that the issue is resolved from your end too, I request you to please check the workflow and test it thoroughly. If you encounter any issues or errors, please let me know immediately so that we can further investigate and resolve the issue.

Based on your query, I would like to inform you that currently, the following syncing options are available:
●Accounts 2-ways sync
● Contacts 2-ways sync
● Invoices 2-ways sync

Please note that any other type of sync or customization outside of these options may not be possible.
So ok will that mean there is an issue on Waveapps.com?
 

Glenn G

Member
What about the reference of:

"Previous Fields" and "Current Fields"
when running a workflow?

if a workflow finds nothing in Current Fields because "Previous Fields" were empty.

Or a reverse of that Current Field is Filled in but no Previous Fields are empty because its a first time entry.

After the first time entry and we enter in some data but cant enter all data.

Missing a shipping address but have a billing address what can we do to prevent a loss of data being sent over?

we need to write out the data we can archive but cant not enter data but we need to have a place to start what is the process thereafter?
As i shared below you can see many blank spaces where details wont show as nothing is being allowed by the Flowlu.com - how do i get around this? If i must fill in all fields?
My current example where Florida is the primary State I have been using in current and past data pulling. So I don't understand what is wrong?
Cant seem to fix this still made notes above
 

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Glenn G

Member
Seems all works until i check the backend....

This error message keeps showing up...
Response Received:
LabelValue
Data CustomerPatch DidSucceed
Data CustomerPatch InputErrors 0 CodeInvalidChoice
Data CustomerPatch InputErrors 0 MessageThis is not a valid choice.
Data CustomerPatch InputErrors 0 Path 0input
Data CustomerPatch InputErrors 0 Path 1address
Data CustomerPatch InputErrors 0 Path 2provinceCode
Data CustomerPatch Customer

Looking on the Wave Accounting.
No Update Shown.
 

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Arshita

Moderator
Staff member
Hello @Glenn G

Based on the issue you're facing, I recommend the following steps to resolve it:

Firstly, I have noticed that the Province field was entered incorrectly in your workflow, which caused the issue. I have corrected it by entering the Province in the correct field in a correct manner.

2023-04-17_15h38_00.png


However, you are now facing an error with the customer ID. To resolve this issue, I suggest adding the "Wave: Get Customer by Email" as an action step, which will retrieve the correct customer ID.

2023-04-17_15h51_34.png

Once you have added the above step, please recapture the response from Flow Lu and remap the fields again.

To resolve this issue, you should review the request and ensure that the correct customer ID is being used. It's possible that the customer ID has been deleted or modified since the request was made. You may need to retrieve the updated customer ID and use it in your request instead.

I hope the above steps will help you to resolve the issue. If you face any further issues, please feel free to contact us.
 
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