Hi - I’d like to Update an Entity in Affinity after creating a new opportunity but getting an issue with the ID to feed from Step 2 to Step 3
The zap goes as follows:
Trigger (Step 1): Notissia (investor tool) adds a new company
Action (Step 2): Affinity creates an opportunity in a specific list
Action (Step 3): Affinity updates an entity to populate specific fields for that opportunity in that list.
Any help would be greatly appreciated :)
Page 1 / 1
Hey @ElliotB,
What exact issue are you getting? Can you post the screenshots of Data in and Data out as well as any errors?
Hi @ElliotB
For us to have more info, post screenshots showing:
how your Zap steps are outlined
how your Zap steps are configured in EDIT mode in the CONFIGURE tab with the field mappings visible
Thank you for your replies @Troy Tessalone @Sparsh from Automation Jinn . Please see below the Zap set ups. Let me know if you need more screenshots.
TIP: Click field labels ( i ) to see tooltips with more info that may provide guidance.
The error appears to be related to the mapped variable value for the List Entry field.
Post screenshots showing the DATA OUT from Zap Step 2 related to the different IDs returned.
The step is Update an Entity (Affinity) and it’s asking for a List Entry (the row in a specific Affinity List). In your mapping you’ve put “2. List Entries – Entity Id: 99566176.” That is the Entity ID (person/org/opportunity record), not the List Entry ID for the row in Deal Pipeline.
Because the action can’t resolve a valid list_entry for the selected list, Affinity throws the generic error:
“Failed to create a person or organization field value… Please select a valid list entry.”
Fix
Pass the List Entry Id for the record in the Deal Pipeline list.
If you don’t have it yet, add a search step like “Find List Entry in a List” (or “Find/Create List Entry”), then map List Entry Id from that step into List Entry here.
Also make sure the found list entry actually belongs to Deal Pipeline (IDs are list-scoped).
@Troy Tessalone thanks for your response. Unfortunatly, we’re still seeing an issue.
This is what we’re seeing:
It doesn't seem to be finding the list entry ID:
In Step #2 - I create the opportunity. You can see that the entity exists in the Deal Pipeline and it shows the List Entry ID
In Step #3 - I search for the list entry ID and it doesn't find it
Of the possible List Entry IDs, I'm assuming it should be the List Entries ID? 217677408
The List Entries Entity ID is the ID for the organization
The List Entries List ID is the Deaflow Pipeline list ID
Creator ID - I'm assuming is me
@ElliotB
Give this a try for dropdown fields where you are trying to map a dynamic variable.
Switch to Static mode and try to locate the desired option from the dropdown list.
There you will be able to see the underlying option ID to help you make sense of which variable you should map when configuring as Custom mode.
Can you skip the Find the List Entry action for now and just put List Entries ID in Update an Entity action as I didn’t see in the screenshots if you have already tried it? Hope it helps!
Thank you @Troy Tessalone @Sparsh from Automation Jinn. Please see below for an update on the issue with several things we tried.
When I go to the static option to see what type of ID they're looking for, it looks like they're looking for the composite ID:
When I choose a specific entity from the list or when I choose the choose the Composite entity ID from the step above, I get the following error message:
I also tried to use the List Entry ID from the search step above and when I use that ID (or any of the other available IDs), I get this error message:
Here's the overview of the different IDs that are available when I search for a list entry
Thank you!!
Hey @ElliotB,
Couldn’t see the screenshots with the error message. Can you post them again?
When I go to the static option to see what type of ID they're looking for, it looks like they're looking for the composite ID:
When I choose a specific entity from the list or when I choose the choose the Composite entity ID from the step above, I get the following error message:
I also tried to use the List Entry ID from the search step above and when I use that ID (or any of the other available IDs), I get this error message:
Here's the overview of the different IDs that are available when I search for a list entry
@Sparsh from Automation Jinn here they are again. Let me know if you can see them:
@ElliotB, Yes they are visible now.
Hey @ElliotB,
Can you see the dropdown of the List Entry in configure and select a field there?
Did you also click on retest step as I think it’s still taking the previous value?