Capsule CRM Party ID retrieval

[anderkd]

Hello everyone,

I’m unclear about how to obtain the party id of an existing company or person from Capsule CRM.

I’m searching for and finding an existing company successfully using the FlowXO ‘Search an Organization’ action in my flow. Now that I’ve found an existing company, I want to use the FlowXO ‘Update on Organization’ action, which uses the Party ID to uniquely identify it.

I’ve read this article: https://support.flowxo.com/article/12-capsule-crm, which contains this guidance, which I don’t honestly understand what is meant by ‘just drag it from the right’?

I don’t have an ID to give to the ‘ID’ field - how do I get one?
Every person, organisation, case or anything else in your apps will usually have an ‘ID’ associated with it, which is a unique way of identifying that ‘object’. You could go to your app and hunt this down - you’ll usually find it in the address bar when you view e.g., a Capsule person: https://myaccount.capsulecrm.com/party/69855057 - but a static ID isn’t much use in a flow that we might run hundreds of times a day. Just like the name of the record, or the relevant email address, we’ll want to ensure we have the ID we need to run our flow as an output which we can use - to just drag in from the right - which will always be the relevant ID for the record being processed.

My question becomes, how do I obtain the Party ID from Capsule CRM to use in the “Update an Organization” action?

Thanks!

[ismangil]

When setting up the update action, when you click the flow icon on the ID field, you should get a dropdown, containing the search action Party Id collection.

[anderkd]

Perry,

Sorry, but I don’t know the party id, I’m trying to locate it after having searched for it using biz_id , which I assign from the google places api. I might be missing something though, so any help is appreciated!

Kurt

[ismangil]

When setting up the Update Organisation Action, have you tried clicking on the ‘fish’ icon (FlowXO logo) on the Party Id field?

[anderkd]

Yes, indeed:

and then:

But, I don’t know the Capsule Party ID for this business. I don’t know how to gather it programatically. I can see it in the url: https://pono.capsulecrm.com/party/162421846/edit, but obviously I cannot look at the url for thousands of possible businesses in my Capsule CRM.

I have another unique identifier for each business in my Capsule. It’s the biz_id I get from the Google Places API, which I use in a previous step ‘Search an Organization’ Action.

How can I obtain the Capsule Party ID programatically, as I need it for updating and deleting an organization?

Possibly I’m having a conceptual error, but I just don’t understand how to do this…thanks so much.

[DanielBeckett]

Hi Kurt,

To get an Organisation’s party ID from Capsule you need to carry out an action for ‘Search an Organization’. For example, if I add in an organisation to my Capsule CRM called ‘Test Organisation’ I can search for it based on the name:

I can then follow this with another action to Get an Organization by using the Party ID output from my search:

Hopefully that clarifies how it works?

Thanks,
Dan

[anderkd]

Hi Dan,

I’m still not successful. I’ve shared the flow here: https://flowxo.com/share/rnnrex5e

I’ve followed your instructions and the ‘Get an Organization’ step fails, with the error message: You must provide a valid Party ID

The previous step ‘Search an Organization’ is successful, and returns all the data for that organization from Capsule, but looking at the filtered data from that action, Party ID is not included, which is why I assume it is failing?

[DanielBeckett]

@Kurt_Anderson

In the Get an Organization step try using

{{search_an_organization.results_+id}}
instead of
{{search_an_organization.results+_id &}}

(When the modifier box appears you can just leave it blank and hit enter)

I can’t see your interactions for the flow so can’t say for certain whether the search is bringing back a valid ID but hopefully that works.

[anderkd]

Hi Daniel,

Thanks for being so responsive! I figured out why the "Get an Organization’ action was failing to return results, that was my error, so to make it simple, as you did in your example, I simply searched for ‘Starbucks’ for which there are several in my Capsule, so it returns the list of Place ID’s.

So, thanks, issue resolved!

[anderkd]

Hi Daniel,

I spoke just a bit too soon. In trying to search by other terms in the ‘search an organization’ other then ‘name’ and nothing seems to produce a successful result. Using address, website, or any other unique identifier fails. This shows a successful result, using search by organization name:

Do you know what other search terms should work?

Thanks,

Kurt

[anderkd]

Hi Daniel,

the obvious downside of only being able to search my organization name is that it’s much harder to differentiate between two organizations (or people) that have the same name.

Kurt

[DanielBeckett]

Hi Kurt,

The search is limited to just name and contact number so unfortunately there’s not too many data points to work with. You could setup your own records in something like Google Sheets so that you can search on a wider range of terms.

It looks like Capsule allow you to get a full export including ID’s:

Export

[anderkd]

Hi Daniel,

When you say contact number, which number do you mean? There are several fields for phone numbers, how does the search work for the ‘search an organization’ action in Capsule in FlowXO?

Thanks,

Kurt

[DanielBeckett]

The phone numbers that I was able to search by are the default fields listed under ‘Contact Details’ for the organisation.

[anderkd]

Hi Daniel,

I noticed that you stored the phone number without spaces, so I did that also, and it worked! However, I would then have to use the number convert action to futz with the phone number that I pull from the google places api, but then I thought…why not just stored the unique id coming from that same api in an unused phone field, and low and behold, that worked too…a much more simple step for me, since I can just map that into a phone field once and I’m done!

Thanks for the research!

Kurt