The Privat24 Account Statement action does not create a task in the business process specified in its settings
2025-02-13 17:13:29
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We have several minute actions set up:
Privat24 Autoclient Account statement
Actions are working Ok
But in the settings of this Privat24 Autoclient Account Statement action, there is no option to create a task in a specific business process and status when we receive a payment.
So we added an hourly action and configured it:
Privat24 Account statement
This action has the ability to create a task in the corresponding process when a payment arrives in the system.
Currently, two payments have been received, but no tasks have been created for them.
It seems that the action did not work for some reason.
Please help me make the necessary settings so that this hourly action starts creating tasks when payments arrive.
Request for this box: ngogarua.1b.app
Privat24 Autoclient Account statement
Actions are working Ok
But in the settings of this Privat24 Autoclient Account Statement action, there is no option to create a task in a specific business process and status when we receive a payment.
So we added an hourly action and configured it:
Privat24 Account statement
This action has the ability to create a task in the corresponding process when a payment arrives in the system.
Currently, two payments have been received, but no tasks have been created for them.
It seems that the action did not work for some reason.
Please help me make the necessary settings so that this hourly action starts creating tasks when payments arrive.
Request for this box: ngogarua.1b.app
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Original question is available on version: ua
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Answers:
Glory, congratulations.
We also use the minute action **Privat24 Autoclient**, which enters all payments with a certain category into the system for the specified account.
And then, using a separate action **Create payment processes**, we create a process for payments of the specified category for a specific account. I'm attaching a screenshot.
We also use the minute action **Privat24 Autoclient**, which enters all payments with a certain category into the system for the specified account.
And then, using a separate action **Create payment processes**, we create a process for payments of the specified category for a specific account. I'm attaching a screenshot.
13.02.2025, 22:11
Original comment available on version: ua
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Andriy wrote:
Glory, congratulations.
We also use the minute action **Privat24 Autoclient**, which enters all payments with a certain category into the system for the specified account.
And then, using a separate action **Create payment processes**, we create a process for payments of the specified category for a specific account. I'm attaching a screenshot.
Andre, thank you very much
I installed those actions, everything worked as expected
14.02.2025, 11:08
Вячеслав Легеза
Original comment available on version: ua
Hello! If your hourly action is not creating tasks, the problem may probably be in the settings of the action itself or in how payments are processed in the system. It may be worth checking whether the trigger conditions for this action are set up correctly - sometimes the system may not register payments due to mismatched conditions. Also, check whether the settings correctly specify information about the business processes for which tasks should be created. Compare the settings for the two actions and see if there are any differences in their functionality. If everything is correct, but the problem persists, it may be worth contacting technical support for a deeper analysis of the error.
17.02.2025, 19:10
Original comment available on version: ua
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