Hello everyone,
I need help to figure out automation with the Watch Notification Instant trigger for Plutio.
Objective of my automation : I want to received form response from Plutio to get customer billing information. When i receive the customer billing information, the scenario will check if the person exists on Plutio contact database, if the person exists, the scenario will update the person info with the billing information on his profile.
If the person doesn’t exist, the scenario will create a new person with the new billing information.
This is the form for billing information :
The problem I have
For the Plutio Create Person Module, I have all the field required to be mapped.
See the screenshot
But for the Plutio Update Person Module, I just have the First Name and the Last Name.
See the screenshot
On Plutio we have the Update Person API, maybe I can Make an API Call for the Plutio Update Module.
See screenshot
And on the Plutio Search Module I can just search person by the first name on the Last Name, it will be more accurate to Search People by their email address.
See screenshot
Do I need to add Make API call Module for the Search Person function ?
Thanks in advance for your help