How to connect Contact and Company to a Deal via workflow
Hi, when I try to set up an automation where a lead gets a specific label, the workflow should start and create a deal that connects to the lead plus the existing contact and company that were already linked to that lead. But it just does not work properly. This is the setup I tried to use as you can see in the screenshot.
The issue is that when you search for the contact or company ID and filter it to match the one that was already connected to the lead, it always picks the first entry in the array. Sadly that one is not the ID that was originally linked. (see screenshots)
I also tried searching for the exact contact or company ID with a filter for this specific ID, but the result was still the same. (see screenshots)
So now I am not sure if I am doing something wrong, if this is some kind of bug, or if it is simply not possible yet to connect these things through workflows.
Thanks so much for your help. I hope everything I tried to explain makes sense. I am not a tech girly but I really tried my best. 🙂
14 Replies
@Victoria are you selfhosted or on cloud? If selfhosted, which version?
selfhosted, v1.11.0
Could you please update the instance to 1.11.5? Your issue seems resolved in newer version
https://github.com/twentyhq/twenty/issues/15746
GitHub
Workflow: Filter by ID does not work for search record · Issue #15...
Bug Description When given a filter "ID is [CompanyID]", the returned company does not have [CompanyID] as ID. Example: The output ID is not the input companyID at all, despite the search...
I did update it. But now I get this error when I enter in the id that was connected previously to the lead
When you search for the specific id (when you type it in) then it works but thats not a general workflow that would work for every lead
What happens if you completely copy paste or redo the workflow? 🤔
Maybe it'd be a good choice to also replace it in new workflow and not the same one
Hi sorry for my late answer, I created the workflow again but I still get the same error "Cannot convert undefined or null to object" as in the first workflow.
It seems as if the field doesn't "know" that there is already a contact or company related to the lead and therefore I can't search for the id of the contact/company
even though it seems as the system has the id for the contact and company but when I select in the search filter into the "enter text" field via the equation button on the right: Lead is created or updated > contact > id. The system cannot search for the specfic id of the contact that is connected with the lead
I'm able to reproduce it on v1.11.5, could you please report this issue?
Hey there, @Baptiste Devessier @martmull is this a known issue fixed in v1.12 ?
I saw this issue two weeks ago on github ("Workflow: Filter by ID does not work for search record #15746
" LINK: https://github.com/twentyhq/twenty/issues/15746) but there it said it was a duplicate of the problem when you search for a specific id (you type in the id as "54815699-0e45-4c81-841a-4d728f1b5521").
But since searching for the typed in id works now but searching for the selected id which was connected in the lead (or somewhere else) is not working means these might be different problems.
Should I open a new bug in github regardless that there was already a report on the same issue?
GitHub
twentyhq/twenty
Building a modern alternative to Salesforce, powered by the community. - twentyhq/twenty
That's the same issue I linked earlier, I'd wait for response from other core team members to see if it's something new or if this has been also patched
Okay. Nevertheless thank you and let’s see what the others answer