Improvement: action "Import clients from Hoshohop"

Good afternoon. 1. Do we assign the source and group only if we create a contact? If we already have it in the system, shouldn’t we touch it? about 2h 2. It’s clear here, 1 hour. In the task description we will add a link to the contact

Good afternoon [file]22168[/file] [quote] [file]22168[/file] Care Department [file]22168[/file] OneBox production wrote: [file]22168[/file] 1. Do we assign the source and group only if we create a contact? If we already have it in the system, shouldn’t we touch it? about 2h [file]22168[/file] [/quote] [file]22168[/file] Would it be possible to do something similar to the one in the picture? [file]22168[/file] [quote] [file]22168[/file] Care Department [file]22168[/file] OneBox production wrote: [file]22168[/file] Good afternoon. [file]22168[/file] 1. Do we assign the source and group only if we create a contact? If we already have it in the system, shouldn’t we touch it? about 2h [file]22168[/file] 2. It’s clear here, 1 hour. In the task description we will add a link to the contact [file]22168[/file] [/quote] [file]22168[/file] OK. Fits [file]22168[/file] You can issue an invoice. [file]22168[/file] Another question that just came up: for what period are contacts scanned? I want to know for the future? [file]22168[/file] [file]22168[/file]

[quote] Care Department OneBox production wrote: No problem [/quote] Super. I'll wait for the bill then) [quote] Care Department OneBox production wrote: Contacts are requested only for the current day. The api method has a from field, where we pass the current date when requested. [/quote] Thanks I'll know

Good afternoon. I have added five settings to the action, enable the ones you need and try them.

[quote] Care Department OneBox production wrote: Good afternoon. I have added five settings to the action, enable the ones you need and try them. [/quote] Good afternoon I checked the functionality of the functionality, but unfortunately it doesn’t work, namely: the contact is transferred, but the “source” is not attached to these contacts Here is the 1st real contact https://our-store.com.ua/app/contact/60795/, and here is a screenshot of the settings https://prnt.sc/mwvoDwfSb8Sn (I still haven’t changed these settings) Here is the 2nd test contact and it is from another resource https://our-store.com.ua/app/contact/60806/, and here is a screenshot of the settings https://prnt.sc/uT5XTUjTdUSo

Good afternoon! I discovered another problem. In cases where I need to receive a task when a new client is created (https://prnt.sc/1bKfk1lVNLVj) - this task is created every hour https://our-store.com.ua/app/workflowtype-issue/?searchfulltext=% D0%92%D1%80%D0%B5%D0%BC%D0%B5%D0%BD%D0%BD%D0%B0%D1%8F+%D0%9F%D0%BE%D1%87%D1% 82%D0%B0

[quote] Yurchenko Roman Sergeevich wrote: [quote] Care Department OneBox production wrote: Good afternoon. I have added five settings to the action, enable the ones you need and try them. [/quote] Good afternoon I checked the functionality of the functionality, but unfortunately it doesn’t work, namely: the contact is transferred, but the “source” is not attached to these contacts Here is the 1st real contact https://our-store.com.ua/app/contact/60795/, and here is a screenshot of the settings https://prnt.sc/mwvoDwfSb8Sn (I still haven’t changed these settings) Here is the 2nd test contact and it is from another resource https://our-store.com.ua/app/contact/60806/, and here is a screenshot of the settings https://prnt.sc/uT5XTUjTdUSo [/quote] Are you sure that the contact is included in the list of contacts sent by the API? [quote] Yurchenko Roman Sergeevich wrote: Good afternoon! I discovered another problem. In cases where I need to receive a task when a new client is created (https://prnt.sc/1bKfk1lVNLVj) - this task is created every hour https://our-store.com.ua/app/workflowtype-issue/?searchfulltext=% D0%92%D1%80%D0%B5%D0%BC%D0%B5%D0%BD%D0%BD%D0%B0%D1%8F+%D0%9F%D0%BE%D1%87%D1% 82%D0%B0 [/quote] Corrected. And judging by the fact that very few tasks were created, you had just as few users in good work, i.e. 1 item was updated by almost no one

[quote] Care Department OneBox production wrote: Are you sure that the contact is included in the list of contacts sent by the API? [/quote] Yes I am sure. I tried to transfer with test accounts, as well as real clients registered and everything was transferred to BOX. For example, one of the latest clients, it even has the same creation date https://prnt.sc/rmtJprLirDch Unfortunately, today, the source is not assigned independently; we do it manually. [quote] Care Department OneBox production wrote: Corrected. And judging by the fact that very few tasks were created, you had just as few users in good work, i.e. 1 item was updated by almost no one [/quote] Yes, there are really few users in good health. We initially made this modification so as not to lose them at the initial stages. But from your message, I can’t understand the connection between the number of users and the fact that their source is not indicated. Can you explain?

Good afternoon For the second question (Importing clients from Hoshohop), please add the ability to select a person in charge, otherwise it’s empty now https://prnt.sc/s4bCiA8xCybW

Good afternoon. I fixed the problem with the source. [quote] Yurchenko Roman Sergeevich wrote: Good afternoon For the second question (Importing clients from Hoshohop), please add the ability to select a person in charge, otherwise it’s empty now https://prnt.sc/s4bCiA8xCybW [/quote] At the starting stage, you can set an action that will assign you anyone responsible for the process