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Success last won the day on April 20 2020

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  1. Yes Peter, I pretty sure it is possible, we are just not able to figure it out since the documentation is lacking. I'm really looking for an example or better documentation to help on this project lingering on for over a month now.
  2. No it is not.... It is adding those same process stages with the API. Not in the Workflow section... I tried to be pretty clear this is using the API on my post 3 weeks ago from 8/10. Here is the very unclear documentation; http://wiki.x2crm.com/wiki/REST_API_Reference#Working_With_Associated_Actions
  3. Yes, we are trying to create a process stage from the API. The same process enters the contact through the API and we want to get that contact started on a process and complete the first "COLD" stage.
  4. @jack I am not able to insert the exact data I need into the stage using the built-in workflow files and we are still not able to figure out how to add a process stage via the API. Any help would be great since the documentation for this does not see very clear!
  5. Hey Jack, Thanks for your input. I was originally going to reply that workflows were not powerful enough to do what I was wanting, but you gave me some ideas to have many different workflow trigger based on the value of a custom field. I'll try this, but would still prefer a method to add to process stage though the API.
  6. With the "Edit Roles" feature it seems the "Edit" permission can not be set without the "View" permission. There are many times in remote API security where you want people to be able to add but not view fields. Is there a way that I'm not seeing to give add field capabilities but not allow someone with remote access to list your entire contact database?
  7. We are trying to add contacts from our lead generation process into X2CRM using the API and would like to start them on a process/stage but we are not sure how to do this using the API. Is this part of the Actions? Thanks in advance.
  8. Does anyone know why the New Version of "X2Engine" is not available? We can only see the old version labels "X2 CRM"!
  9. Guys, why does the Zapier not Trigger X2 workflow when a new record is created? Seems like a no-brainer here! This is probably a rhetorical question when the Zapier App is named 2014 in the year 2020!
  10. We recently upgrade to v8 from v6 and was curious if a long-time bug we absolutly hated was gone but it seems you guys still have not fixed it. I suspect it is because our sales process have been work and re-worked with new stages added and rearranged. Anyway the problem is if you try to unclear a stage, it wipes out many stages and notes! HUGE PROBLEM!!! Here is a video https://www.loom.com/share/85cc5b3ec6e446718de5a7559b1c2832
  11. We want to get one of our assistants to look up a person who calls in X2CRM and I would like to have a URL they could click to search though the URL. So for example by phone, it might be like this; http://www.domain.com/x2crm/?search=123-456-7890
  12. @X2Clifton, I'm making progress. It seems some of the test data from Zapier was not good and I'm getting past the original issue. is the Workflow Trigger supposed to work with Zapier? I'm trying to get a workflow to trigger when a new contact is added from Zapier and it does not appear to work.
  13. Ok, thanks for the reply. I'll take a look. I had already started the process of removing fields to narrow down the problem but this makes sense. Thanks for your time and I'll report back if further issues.
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