Adding clients to the group
Есть необходимость настроить автоматизацию для контактов?
У нас есть готовое решение для это задачи! Посмотреть компонент
У нас есть готовое решение для это задачи! Посмотреть компонент
We receive orders through the online store and create a buyer profile. How to make it so that the group "clients" was immediately assigned to it?
Original question is available on version: ru
Answers:
In the system settings there is "Automation for contacts"
There you can add an action when creating a contact "Place a new contact in a group"
There you can add an action when creating a contact "Place a new contact in a group"
29.10.2020, 17:05
Original comment available on version: ru
Thanks to. Only I can not understand on additional fields.
Here we have an order through the online store through restapi - https://prnt.sc/v9vawq
How to specify it in additional fields?
Since it happens that other contacts are pulled up in CRM, but they are not customers
And in this case - always customers
Here we have an order through the online store through restapi - https://prnt.sc/v9vawq
How to specify it in additional fields?
Since it happens that other contacts are pulled up in CRM, but they are not customers
And in this case - always customers
30.10.2020, 08:23
Original comment available on version: ru
Roman wrote:
Here we have an order through the online store through restapi - https://prnt.sc/v9vawq
How to specify it in additional fields?
If you use the REST API to create contacts, then in the description you can see how additional fields can be passed.
Unfortunately, I do not have a link to your OneBox to see exactly how contacts are created and offer you a more specific solution.
30.10.2020, 08:53
Original comment available on version: ru
30.10.2020, 09:19
Original comment available on version: ru
You add orders (using https://vuuoksa-home.crm-onebox.com/admin/customorder/order/235/edit/ as an example) by adding via REST API /api/orders/add/
This api allows the transfer of additional contact fields, where in the request you need to specify the key as customuser_IDKEY (where IDKEY is the identifier of the additional contact field) and the value.
This api allows the transfer of additional contact fields, where in the request you need to specify the key as customuser_IDKEY (where IDKEY is the identifier of the additional contact field) and the value.
30.10.2020, 12:10
Original comment available on version: ru
Thank you for your help.
Still a little misunderstanding. Here we have a group of clients. What then will be the identifier for the additional field and the value?
Still a little misunderstanding. Here we have a group of clients. What then will be the identifier for the additional field and the value?
30.10.2020, 13:38
Original comment available on version: ru
Roman wrote:
Thank you for your help.
Still a little misunderstanding. Here we have a group of clients. What then will be the identifier for the additional field and the value?
I do not understand what is your connection between the group and the identifier of the additional field.
If you want to add to a group - add an action to the group.
If you want to write some value to an additional field, create an additional field and pass it in the request.
30.10.2020, 15:01
Original comment available on version: ru
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