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PAllmond
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Member since ‎May 30, 2021
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Patrick Allmond

20 year entrepreneur showing people how to build more automation into their business to free up their time and their soul. Veteran and Black-owned.

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PAllmond on January 18, 2023
Getting Deal info into wicked reports
We've connected HS to Wicked to get contact and UTM info. But I don't think our closed deals info is appearing in wicked. So if we close a deal for $1000 we want that to be pushed to Wicked. Is this possible? Has anybody done this?
Reply Discussion Deals
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1 Reply
Solved
PAllmond on May 09, 2022
How to uncheck a checkbox via automation
We are moving to HS from Keap. It looks like checkbox options will replace tags. I can't seem to find a way to "uncheck" a checkbox via automation. Is it there and I'm missing it?
Reply Discussion Professional
0 upvote
2 Replies
PAllmond
Contributor
May 10, 2022
Well this is massively disappointing. Thanks.
Solved
PAllmond on May 09, 2022
How to uncheck a checkbox via automation
We are moving to HS from Keap. It looks like checkbox options will replace tags. I can't seem to find a way to "uncheck" a checkbox via automation. Is it there and I'm missing it?
Reply Discussion Professional
0 upvote
2 Replies
PAllmond
Contributor
May 10, 2022
Well this is massively disappointing. Thanks.
Solved
PAllmond on May 09, 2022
How to work backwards on dates
Is there a way to take a date in an automation and do X number of days back from that date? So if people register for a webinar that is going to start on 6/1 in automation we can specify "webinar date minus one day, one week, one hour, etc" Than read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
PAllmond on April 15, 2022
How to create this custom object relationship
I'm wanting to create an Events objects and a Registration (which will join multiple events to multiple contacts) object. In what order do I create them? The reason I ask is that the API looks like some kind of association is required. I need to cre read more
Reply Discussion
0 upvote
4 Replies
PAllmond
Contributor
April 19, 2022
Thanks . I see the need of the ticket object because we need to track things like: Ticket level, price paid (that varies). So it's for more than just...read more
Solved
PAllmond on April 15, 2022
How to create this custom object relationship
I'm wanting to create an Events objects and a Registration (which will join multiple events to multiple contacts) object. In what order do I create them? The reason I ask is that the API looks like some kind of association is required. I need to cre read more
Reply Discussion
0 upvote
4 Replies
PAllmond
Contributor
April 19, 2022
Thanks . I see the need of the ticket object because we need to track things like: Ticket level, price paid (that varies). So it's for more than just...read more
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