In Pabbly, Update Rest API for LeadConnector V2 to ensure Custom Fields are included when creating/updating contacts
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Jake Buchanan
CONTEXT: I am using Pabbly to automatically create a new subaccount (Zapier does not yet support this).
ISSUE: While using Pabbly, within the same workflow as the new subaccount creation, I am also needing to Create a Contact with Custom Fields, however, the custom fields are not included and I desperately need them to complete the automation.
POTENTIAL REASON: This could be because the subaccount is not yet created (it's not created until the automation runs) so it doesn't know which specific Custom Fields or Custom Values will be within the subaccount until after it's created.
POSSIBLE SOLUTION: In this use-case, use the Custom Fields and Custom Values of the Snapshot location upon which the subaccount is created instead of the subaccount itself. This may require a new Action to be created such as "Create Contact for New Subaccount".
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J
Jake Buchanan
UPDATE: I believe I know what's happening. Once the Location ID is added, it is not pulling the Custom Fields from that specific subaccount and adding them below.
POSSIBLE SOLUTIONS:
- Either make it to where once the Location ID is added automatically pull the Custom Fields from that account and show them below (this may not be possible)
- OR use the "Search Locations" action in order to find the location and then create a new action "Create Contact in Searched Location" which would then pull the Custom Fields from that searched location.