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dcolley / integromat-facebook-support

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Hi Integro'fam! Hopefully this is an easy question 🤞 Trying to create an a... #145

Open dcolley opened 2 years ago

dcolley commented 2 years ago

Source: copied from https://www.facebook.com/groups/integromat/permalink/3971430819634188/

Hi Integro'fam! Hopefully this is an easy question 🤞 Trying to create an automation where a ClickUp task update auto-magically updates the contact's deal to a new deal stage Here's where I'm met with a bit of confusion: Shouldn't the "Move Deals to Another Deal Stage" module ask me for the deal ID (not the stage ID)? I'm terrified that it's going to indiscriminately move all of my deals into a different stage (instead of a specified deal into the deal stage I want).

Has anyone built an integro-automation where a deal in activecampaign's deal stage is auto-updated?

TIA you beautiful, shiny diamonds!

dcolley commented 2 years ago

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dcolley commented 2 years ago

Comment ID: 3971482749628995 Yes this will move all deals from one stage to other. And i have just seen i don't think AC have module to update single deal stage well you can use API instead. Here is a documentation link. Note please check once if update deal is having a stage field or not if it is having stage field then you can use update module or you can use update deal API https://developers.activecampaign.com/reference#update-a-deal-new