Filtering a scenario

Hi! I am a brand new Maker, so this is a super noob question. I have connected Make to Follow Up Boss and used the wizard to create a webhook. When I attempt to filter, the webhook is only returning Contact ID, Created At, and URL. The simple scenario I am attempting to create needs to reference the Price field in FUB. I don’t see a way to modify the webhook to pull in additional fields.

Any suggestions would be greatly appreciated!

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Welcome to the Make community!

Look for a “Fetch”-type endpoint in the documentation to retrieve more information about the item that the webhook doesn’t provide.

0. Link to developer documentation

Please link to the documentation for the API endpoint you are calling

1. Screenshots of module fields and filters

Please share screenshots of relevant module fields and filters in question? It would really help other community members to see what you’re looking at.

You can upload images here using the Upload icon in the text editor:
Screenshot_2023-10-07_111039

2. Scenario blueprint

Please export the scenario blueprint file to allow others to view the mappings and settings. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.

Screenshot_2023-08-24_230826
(Note: Exporting your scenario will not include private information or keys to your connections)

Uploading it here will look like this:

blueprint.json (12.3 KB)

3. And most importantly, Input/Output bundles

Please provide the input and output bundles of the modules by running the scenario (or get from the scenario History tab), then click the white speech bubble on the top-right of each module and select “Download input/output bundles”.
Screenshot_2023-10-06_141025

A.

Save each bundle contents in your text editor as a bundle.txt file, and upload it here into this discussion thread.

Uploading them here will look like this:

module-1-input-bundle.txt (12.3 KB)
module-1-output-bundle.txt (12.3 KB)

B.

If you are unable to upload files on this forum, alternatively you can paste the formatted bundles in this manner:

  • Either add three backticks ``` before and after the code, like this:

    ```
    input/output bundle content goes here
    ```

  • Or use the format code button in the editor:
    Screenshot_2023-10-02_191027

Providing the input/output bundles will allow others to replicate what is going on in the scenario even if they do not use the external service.

Following these steps will allow others to assist you here. Thanks!

samliewrequest private consultation

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Hi @samliew,

Thanks for responding and providing guidance! In response to your questions:

  1. Link to developer documentation: Follow Up Boss API-Webhooks

  2. Screenshots of module fields and filters
    Modules

  3. Scenario blueprint
    Follow Up Boss blueprint.json (4.2 KB)

  4. Provide copies of the input/output bundles - This scenario has never run because (1) it has to wait for a new contact to be created in Follow Up Boss and (2) I am unable to apply a proper filter. I can create a contact in order to do a test but want to wait until I have a viable scenario coded before attempting a run. The configuration of the two modules follows:


Thank you!

Hi @Todd_Cook,

In many cases, API’s trigger a webhook with a payload that contains very little information. Mostly the event ID, resource ID’s and date/time. (see more here: Webhooks)

Now, if you need to add a filter on information that is not in the webhook, you’ll need to fetch the full resource first. After Watch New Contact, use the module Get a Contact by mapping the resource ID from the output of the first module as the query in the next.

You can then filter on all properties that are returned, including the Price field, and then use the Add Tags to a Contact module.

Hope this works for you!

Henk
Certified Make Expert and Partner
Book a consult with me

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Hi @Henk-Operative,

That makes so much sense, now that I see it writing. :grinning:

I am very grateful for the guidance!

Todd Cook

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