Phuong Nguyen
Hi Brian, thanks for sharing this with us. It looks like we will need a few new actions in FullContact in order to achieve what you have described. I think they include:
- Add tag to contact
- Create new contact
- Search contact (using name/email/ etc.)
Did I miss anything out?
Patricia Guevarra
Hi Brian,
Apologies for not getting back to you sooner. We currently have an action to Get a contact's details. For the rest of your needs, we will have to check with the product team if it is in their timeline. Meanwhile, you can execute these actions through the HTTP or SDK connectors. You can learn more here:
HTTP: http://resources.workato.com/http-connector/ or https://support.workato.com/solution/folders/1000224370
SDK Training: http://resources.workato.com/sdk/#/?_k=6q98w0
Developer Reference Guide: http://developer.workato.com
Developer Console: https://www.workato.com/custom_adapters
Workato Documentation: http://docs.workato.com/
Still can't find your solution?
Send us a ticket, we will try our best to assist you with your problem
Brian
Xero and Full Contact
It seems like Xero will only sync if there is a matching Email Address in Full Contact. Ideally, all contacts from Xero would sync to Full Contact and be tagged as "From Xero" or some other tag as well as tagged "Workato, so that we know which ones are being managed by Workato. Perhaps using a tag to indicate which items to sync would be ideal. Often in Xero, contacts come from bank reconciliation where no email is provided. So, using the email as a key is unrealistic. I have thousands in both, and it only matched five of them. Furthermore, it doesn't show what is synced very well. So, I don't know what is going on with the two apps. Why not just match based on name? Full Contact is pretty good with duplicates, so it wouldn't be the end of the world if some duplication happened. But, it would be best if it didn't. That's why I suggest the us of tags as I have outlined it.