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workflow does not work after creating new web lead by API


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Hello,

I have got a problem with workflow. I created lead web form by API which gets new leads from my website. New contacts appears in Leads Modules without any errors and any problems. But I need to start workflow process, e.g. sending message to client or user etc. I created new workflow with:

  • Trigger: New Web Lead
  • Active: Yes
  • Toggle Node Labels: yes

I create setting parts of workflow to test one

  1. New Web Lead: Tags (optional): empty
  2. Edit Tags: Action: "add": #NewLeadWebsite
  3. Create Notification User: me, Message: "new lead!"

But I do not get any notification and new tags in new lead after sending lead from website.

Probably I use incorrect method for creating new lead from website? My site is working on Python and I use a request

I get  Response [201] and new lead in X2CRM, but workflow does not work....

 

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  • 2 weeks later...

New web lead, is a trigger for when a web from is submitted. What it sounds like is you are creating leads by API, in that case you should use the "Record Created" trigger and set it for leads.
-Jack

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