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Member Since 14 Feb 2015
Offline Last Active Mar 29 2020 03:41 PM
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Topics I've Started

Zapier Workflow Trigger new record

27 March 2020 - 03:35 PM

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!


Long time bug in Sales Processes

27 March 2020 - 03:12 PM

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...de5a7559b1c2832


External Search through URL

16 March 2020 - 02:39 AM

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


Zapier 422 Post Error

10 March 2020 - 10:25 AM

We are trying to get contacts in to X2 and integrating with Zapier but getting the following error.
 

We had trouble sending your test through.
Got 422 calling POST http://papyrus.leadgencms.com/x2crm/api2/Contacts, expected 2xx.
See more details or get help

We are running an older version of X2 because Im scared to upgrade.  Currently on Version 6.0.4 but I'm not convince that is the issue.

Any of you guys have any ideas?

Thanks!

 


Zapier App only has few fields, how to populate more

01 August 2019 - 04:24 PM

We are finally getting heavy into Zapier and I've tested the new X2Engine Zapier App but it only seems to have 4 fields;

Firstname
Lastname
Visibility
Email

However, when I do a Test of the Zap, I see many more fields that show null so I'm wondering if this is a security issue on the API user rights?
 

Will more fields show up in Zapier if this API user's access is changed?

Thanks!