I’ll be logged on in 5-10 minutes. It looks like 2024 is starting with a bang.
Is there anything you would like for me to do related to Napoli?
na, I'm going to handle that one. can you work on finalizing bell today please?
I saw your response to Cam..., absolutely
Two of the documents I was supposed to send had their encryption code truncated
also each file will have a different string once converted to binary
Yes. Let me find the screenshot David sent back to me.
where is that coming from? was that the test payload we sent them or what? I still don't know where it's getting truncated at
It was the original payload that we tested.
We would get the errors and David pointed out that the two documents were truncated.
well they won't be in production obviously. I made that test payload by hand
Oh..., OK. Just wanted to point that out andforgot last week
I'm trying to send you the full version buy slack is freaking out. I'll update that google doc
uhh ok yea that's not going to work. I see why I truncated it now lol... just let them know that we intentionally truncated those two because they are 116,000 characters long, but that they will not be truncated in production.
...woke up after 10 hours of sleep motivated to close items out
I passed out watching a movie last night.. woke up at 4am wide awake
Oh I hate when that happens..., unless I got some REALLY GOOD Sleep.
Then I just watch Sportscenter or the news
Oh yeah..., I can check my apple watch for that too.
I know bell hasn't replied yet, but have you at least started on the pa flow and lr stuff yet?
Not the PA flow but I am working on LR and the child step of the Firefighting Foam - Nations Bell - Van - Shield Legal Interation
ok, just keep in mind that you're not even 50% done. I know it's easy to get a false sense of progress when the testing is successful
I should be able to duplicate a PA flow and get adjust the tasks accordingly today.
we really need to get that one wrapped up today or tomorrow at the latest if at all possible
Yes. I am locked in on having all the tasks established (I'd like to say completed and ready for testing) by the end of day.
I am about to hop in a room for this meetin
Mike, where can we find the retainer docs for Nations?
I'm not sure if there is one yet or not. ask Brian if you don't mind please
He said they have not provided them yet.
that's what I thought but wasn't 100% sure. ty for clarifying
Good so far..., I am in Power Automate setting up the variables while waiting for credentialing info.
Can you review the Master Intake document to see if the mapped fields are as you would expect?
Also I am going to need the contact field names to add.
I believe the contact fields are
<<Lead Last Name>>
<<Lead First Name>>
<<Mailing Address 1>>
<<Mailing Address 2>>
<<City>>
<<State>>
<<Zip>>
<<Cell Phone>>
aside from that, as long as the fields are correct then it looks good
OK I thought so but I wanted to confirm that the names were universally used in all Integrations
I copied them from another integration. I'm not sure if Brian has looked at the field map yet like I asked, but he would likely know if they are correct
I've been working for almost 13 hours now.. I'm gonna checkout at 5 my time. if there's anything I can do for you let me know
Finishing up the Initialization of fields in PA before I am done.
sounds good. thanks again! I'll talk to you in the morning
I'm getting ready to head out. I need to run an errand while I'm out. how's bell looking, and is there anything I can do for you?
When you get back I would like to chat with you about the Nations LR Email Setup
Andy is treating the crew to lunch so this is a good time to take a break.
are you completely stuck until we talk? I've got a ton of calls this afternoon, so if I need to move something around lmk
No. I am in multitask mode. I will pluck away at making sure I have all the variables set up for PA as well as the steps in posting tasks.
I'm back at the computer.. on a call, but I'm here if you need me for anything
Can you check to see if the email automation is in the correct format?
format looks good. you're missing the lead id at the top though
wide awake again at 4am. I have no idea what's going on with my sleep schedule lol
Started the day off with a slight glitch but hope to get it resolved quickly
The API link is giving me a Authentication Error again.
{"message": "Missing Authentication Token" }
do you think you're going to be able to get it finished today?
Once I get the Authentication addressed..., yes.
don't get hung up on that please. there's a ton of stuff you can do while we wait on the client's feedback
I need to format the body of the JSON and submit my DEV test
I'm trying to get napoli wrapped up, but we have to get at least 1 integration done today
I will get those knocked out today for sure.
Once that is done I will update you and let you know what else needs to be completed.
I'm talking about the api integrations. I can see if Brian can handle those form integrations.
100% of your focus needs to be on bell today please. if people are pulling you away please lmk
So I have updated the payload that will be passed, The only issue I see is that Claimant Name in Law Ruler is a single field and the Payload is expecting First Name and Last Name.
{
"case": {
"id": @{outputs('lines')[0]},
"intake_date": "04/07/2023"
},
"signer": {
"first_name": @{outputs('lines')[1]},
"last_name": @{outputs('lines')[2]},
"relationship": @{outputs('lines')[34]},
"email": @{outputs('lines')[4]},
"permission_to_communicate_via_email": @{outputs('lines')[58]},
"permission_to_communicate_via_sms": @{outputs('lines')[59]},
"alternate_contact_number": @{outputs('lines')[60]},
"address": @{outputs('lines')[54]},
},
"claimant": {
"first_name": ,
"last_name": ,
"dob": @{outputs('lines')[53]},
"ssn": @{outputs('lines')[55]},
"ssn_last4": @{outputs('lines')[56]}
},
"intake": {
"currently_represented_by_attorney": @{outputs('lines')[11]},
"spoken_to_another_attorney": @{outputs('lines')[12]},
"signed_any_documents_with_another_attorney": @{outputs('lines')[13]},
"directly_exposed_to_afff": @{outputs('lines')[16]},
"job_when_exposed_to_afff": @{outputs('lines')[17]},
"first_exposure_to_afff": @{outputs('lines')[21]},
"last_exposure_to_afff": @{outputs('lines')[22]},
"total_years_exposed_to_afff": @{outputs('lines')[24]},
"total_times_exposed_to_afff": @{outputs('lines')[25]},
"frequency_of_exposure": @{outputs('lines')[26]},
"exposed_after_1960": @{outputs('lines')[23]},
"exposed_at_a_civilian_airport": @{outputs('lines')[50]},
"exposed_in_military": @{outputs('lines')[42]},
"branch_of_military": @{outputs('lines')[43]},
"exposed_at_a_military_airfield_or_flight_deck": @{outputs('lines')[45]},
"base_or_ship_where_exposed": @{outputs('lines')[44]},
"name_of_fire_department_where_exposed": @{outputs('lines')[49]},
"all_states_where_exposed": @{outputs('lines')[51]},
"how_exposed_if_not_firefighter": @{outputs('lines')[52]},
"entered_service": @{outputs('lines')[47]},
"left_service": @{outputs('lines')[48]},
"is_deceased": @{outputs('lines')[27]},
"date_of_death": @{outputs('lines')[28]},
"state_where_died": @{outputs('lines')[29]},
"cause_of_death": @{outputs('lines')[32]},
"time_since_death": @{outputs('lines')[30]},
"death_within_sol": @{outputs('lines')[31]},
"diagnosis": @{outputs('lines')[18]},
"date_of_diagnosis": @{outputs('lines')[19]},
"state_where_diagnosed": @{outputs('lines')[35]},
"other_diagnosis_information": @{outputs('lines')[20]},
"additional_diagnosis_1": @{outputs('lines')[36]},
"additional_diagnosis_date_1": @{outputs('lines')[37]},
"additional_diagnosis_state_1": @{outputs('lines')[38]},
"additional_diagnosis_2": @{outputs('lines')[39]},
"additional_diagnosis_date_2": @{outputs('lines')[40]},
"additional_diagnosis_state_2": @{outputs('lines')[41]},
"notes": @{outputs('lines')[66]},
"whose_phone_number": @{outputs('lines')[61]},
"name_of_friend_or_relative_for_whose_phone_number": @{outputs('lines')[62]},
"permission_to_contact_if_unable_to_reach_signer": @{outputs('lines')[63]},
"permission_to_reference_case_to_this_person": @{outputs('lines')[64]},
"additional_contact_number": @{outputs('lines')[65]},
},
"documents": [
{
"234122-Integration Test-Intake.csv": "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"
}
]
}
Here is the payload script I currently have set up.
for the name try
<<Lead Last Name>>%%
<<Lead First Name>>%%
I just needed
<<First Name>>%% <<Last Name>>%%
However..., it's the determining the Claimant from the Signer that has me thrown off
just pass in those values and if they're wrong the client will let us know
OK the Power Automate Flow is successfully saving now.
I am going to need 10 minutes (Coffee and to take a deep breath)
I'm about to head out and grab some lunch before I get my kid
Not now. I am triggering the intake and stepping through the process.
sorry, I'm back. got pulled into something as soon as I sat down
OK. I have tried to test the PA Flow but it is not triggering
DEV - Firefighting Foam - Nations Bell - Van - Shield Legal - I am oing to the rest room
It definitely looks like I triggered something in a test environment
I meant what all have you checked in terms of troubleshooting
I fixed the email content to pull he proper fields., triggered LR with the Signed e-Sign RE-TRIGGERED | Signed e-Sign FINAL triggers.
First Lead: Gunther Ludwig Giovanni Lead #360108 Second Lead: 360134 Third Lead: 360136
Yes it triggered the Flow. There’s an issue with the document upload.
holy shit power automate can't parse xml please kill me
REALLY? You would think XML Parsing would be a higher priority over JSON
Wow...
OK..., I will submit the other two leads and if they are successful, we will still need David to confirmed he received the data.
I'm like 99% done with napoli afff, just having an issue with the doc uploads. emailing the client now
definitely a nice finish to the week.. it took us a couple of days but we finally got some momentum going!
Absolutely. I know what I should have done sooner and I believe my next task will o MUCH smoother. I sent David an email for Monday. If you don't mind, I would like to call it a day. We are driving to Phoenix tonight to see my son tomorrow.
definitely. I'm about to get out of here myself. thank you for a kick ass week! I hope you have an even more kick ass weekend!
I appreciate it and hope you do as well. Talk to you Monday.
Good Morning. I was finishing up my weekly summary to send to you.
not too bad.. fucked my back up again, but other than that it was ok. how was yours?
It was great. Drove down to Phoenix to put up a TV for my son and wet to the Cardinals football game.
I need to reach out to David with Bell to resolve the Production URL Issue
The Test URL works fine and runs successfully in Power Automate
ok. please go ahead and do that so hopefully we'll get a quick response
I noticed that everyone but you, me, and gabby got removed from that email thread
you can scroll down in that same email thread and see who all was cc'd
> Brittany N. Mierzwa <Brittany.Mierzwa@howardnations.com>; Mike Everhart <mike@shield-legal.com>; Damon Gustafson <damon@tortintakeprofessionals.com>; Ryan Vaspra <ryan@shield-legal.com> > Cindy Nations <Cindy.Nations@howardnations.com>; Gabrielle Anna Sulpizio <GSulpizio@belllegalgroup.com>; Alexandra Williams <awilliams@belllegalgroup.com> Is this everyone?
FINALLY got a successful run from napoli.. waiting on the client to approve the data now
...and we are back in business with BELL
I just saw that. very nice! ball is in their court now
I just sent them a reply with my calendly link so if we need to schedule a call we can all be on it
I adding the production link into the PA Campaign and was about to knock the Flow Integration out.
Did you need me to hop on something else?
na, just wanted to make sure you saw the form request that came in. I would like to jump on a quick call this afternoon as well
I appreciate it. it'll be later this afternoon, probably whenever we get back from lunch
I'm elbows deep in something at the moment. let's plan for a call first thing tomorrow morning?
fkn bell never replied.. go figure. I was really hoping we wouldn't need that call with them tomorrow. hopefully they'll reply in the morning
fyi, michael mckinney is brand new at all of this, so you might have to do a little hand-holding on the first 1 or 2 integrations
Oh..., no problem. I was in his same position a few months ago.
It a fact..., we learn to be the best at what we do before we are.
OK man I am heading home. I'll talk to you in the morning.
thank you for everything today! I hope you have a great evening
good morning! please don't forget we have our call with bell at 9am your time. I don't think it'll take too long
thanks bud. sorry for the early morning bullshit. I was really hoping they'd reply and we wouldn't need the call
No problem…, I want to make sure they are receiving the data and that we are including all the documents they are expecting.
I think I'm going to change my calendly settings to prevent meetings before 9:30 or so.. it's too hectic when it's this early
...and to know that they are receiving the data, makes it even better.
So now, I will get the Payload information to David and then we need to determine all the documents that need to be sent in the payload.
you've done a great job on this entire integration.. now let's get it live and move on to the next one!
don't forget to update the file structure in the payload if you haven't already
I believe we normally receive 2 docs (a csv and pdf) but I think we only upload the pdf.. definitely confirm that with damon though lol
Well..., I will need to modify it based on what Damon provides.
I was just going to send the Payload to David and copy you on that email. should I send it to all parties in the email chain?
yea if you don't mind please. that way nobody can complain about not being in the loop
I knew ryan was flying in yesterday, didn't know about andy though
I am sure Andy and I will talk at some point today.
yo.. lmk if michael's new zap still isn't correct. we may need to schedule a call with him and jack
Will do. I have been testing the PA Flow and I was going to hop on that this afternoon
I hate to derail you, but when you have a couple minutes would you mind pulling up his new zap and just checking if the fields are there? you don't have to do any work on it or anything.. I just need to know if the fields are there or not so I can go ahead and get a call scheduled.
OK I can take a break from this and look at the Zap.
oh btw did you see damon's praise to you in #C05GHTD7M24??
OK so I tested the Automation for production and it ran successfully.
I am going to work on the ZAP while waiting for David to respond.
just got back.. wanted to check on you, and see if there's anything I can do for you
I have updated Michael's Zap and I am going to work on the other you assigned before I got get my X-Ray taken.
I guess I need to check my e-mail to see if we got a response.
glad to hear you got michael's zap going. thank you for all your help and patience on that one
Just a follow up on my neck fusion from 2020
No..., my new doctor wanted to see how my neck fusion has set. After I had my surgery, due to litigation which prevented me from paying my bill..., I have never had a follow up after my surgery.
I occasionally have sensations shoot down my arm and we wanted to see where we were.
Oh it was a complete shit show when it happened. I had the worst Lawyer in Phoenix that was recommended to me by a ex.
My case was settled 3 months after the accident and I didn't pay off any of my expenses from the accident for another 18 months.
...and he ended up with more money than the doctors or Me.
gotcha. you probably added it to the wrong calendar. I do that shit all the time lol
OK I am getting ready to head to the Imaging Center.
ok bud. I hope everything goes well. thank you for all your hard work today!
Appreciate it my friend. Both Form Integrations are complete.
Cam has a completely different campaign as the Top Priority...
I don't know why but the is a tad bit concerning?
if you're referring to the tiktok stuff, that's not actually an integration
...oh, that's just a webhook for Law Ruler?
yea, it's something I'll have to do because I'll have to write code for it
I'm going to give them another 30-60 minutes to reply with any updates, then I'll put everything together and get an actual priority list
tbh, I don't even remember a couple of these things lol
OK. Then my next question for Bell. I learned that we should have a Retainer, the Intake questions (both in pdf format) and a csv file. What process triggers the encryption of the pdf documents? The csv file is generated after the payload is submitted. I will need to make sure the other docs are present.
for reference, they aren't encrypted, they are encoded to base64.. pa automatically gives you the base64-encoded string for the attachments and everything. that's what the "attachment content bytes" expression is that we use when uploading docs
not sure what you mean about making the csv after the payload is posted
in almost all cases those 3 files are attached to the email that triggers the flow
I was assuming because when we submitted the payload through Postman a csv file was generated.
remember how, in the past, we were using the attached csv file in our flows to strip out the user info? then damon told us to not use the csv for that data? I think that's the csv file being referenced. please correct me if I'm wrong though
I do believe you are right but I can confirm this
I am tagging you in this slack message so you are aware of what Ryan is asking me to do.
am I missing something? seems like a typical "just repost the lead" situation
Which Damon normally performs..., but it caught Ryan's attention.
I've got the flow run pulled up. I'm just going to repost it
oh shit there are actually 2 failed runs.. it looks like one didn't post to slack for some reason
now I'm scared we've missed other errors because we got complacent with the slack messaging procedure
that flow doesn't have the try/catch setup. that's why it didn't post to slack
that 2nd one failed bc it didn't have a phone number... we should let damon know so they can fix it in lr and we can repost
He's in a meeting now, but I will inform him when he gets out.
March is my wedding anniversary month and the Mrs's and I have a trip to Hawaii planned.
The first week in March is when we'd like to go.
I have absolutely no problem with that... but I'm not 100% sure what the process is for employees and pto or taking off in general
I'll email shellie and ask what the process is. I'm curious myself
sounds good. I emailed shellie. I'll let you know when she replies
Touch and hold a clip to pin it. Unpinned clips will be deleted after 1 hour.
Lmk whenever you make the request so I can let cam know I approved it
Would Damon be responsible to address Alexandria's email request?
*Thread Reply:* damon was cc'd on it. that's usually stuff his team would do, so I'm assuming they will handle it.. but if damon hasn't replied by eod reach out to him about it please.
I was testing the documentation upload and I think I may have hit a looping issue
lol ok.. hit cancel in the top right corner and I;ll check it out in a sec
your api endpoints are not correct in that flow.. I'm not sure yet how it's even working lol
oh your test endpoint is correct.. that's why it works when testing but not in production
Gotcha..., I guess the SAVE button does serve a purpose.
OK I was able to pass the first document when run, but the csv file is not uploading.
check your "condition" action.. it's probably looking for a .pdf extension
sorry, I'm all over the place this afternoon. excellent job on bell! what are your next steps?
I am going to send David an email confirming that he received the intake with the documents
If he has, I think we can move forward with productionalizing it
absolutely! go ahead and shoot 'em an email if you don't mind
Done. I am going to shut it down and head home. I'll TTYT!!! Have a great night.
thanks for everything today man. excellent job! have a wonderful evening!
oh, and don't forget to put in your request for time off if you haven't already
morning is fine, you just want to do it sooner than later
I am good. Just trying to figure out how to submit both documents at once. I think I have a solution.
I am going to make that change and when I am done I'll shoot you a message to check and see what you think.
I have a call in 15 minutes, then I have to roll right into another call after that (yay)
for bell, please make a brand new test lead, and don't worry about emailing them the payload.. we already know the payload itself is fine, we just need to get those other docs uploading
and if you don't mind, while you're in LR would you make me a new test lead for napoli afff pleeease?
you rock! no rush on my end.. I just wanted the test lead ready for whenever I can get back to work on it this afternoon
it looks like my 2nd call is going to get pushed to next week... fingers crossed lol
Seth Cameron Firefighting Foam - Napoli Shkolnik - AFK - Shield Legal
New Lead Created: Jan 11, 2024 10:12 AM Lead # 369478
Just testing my dynamic payload creation...
yea, there's a minor mistake on the child birth zapier integrations 😬
heading out shortly.. anything I can do for you before I go?
I am taking an early lunch as well. This attachment issue is RIGHT ON THE CUSP of being resolved but I am missing something. So I want to replenish and hop back on it.
sounds good. we can link up when we return if we need to to get it knocked out
I have to convert the @{items('Upload_Attachments')?['ContentBytes']} to text for the payload.
hmmm.. that doesn't right. you should be able to just use the content bytes directly in the payload
as soon as they approve it (assuming they do), I should just have to clone it and change a couple things for their pfas integration. I hoping it'll take like an hour or less, but we'll see
I'm getting ready to wrap it up for today. is there anything I can do for you?
Nope..., we are GREAT!!! Creating a Production copy of the PA Flow now.
we don't need multiple copies though.. pa is already cluttered, and it's just going to confuse us lol
NP. I'll delete the Dev version upon confirmation
thank you for kicking ass today! I hope you have a wonderful, relaxing evening. shoot me a text/call if you need anything
Have a great night and GREAT JOB on the Napoli
when you have a sec I've got a question about lawruler, and I'm hoping you can show me how to do it... my test lead only has the questionnaire pdf and the csv file.. do you know how to add the retainer pdf?
I'm actually embarrassed to admit this, but I'm not even sure how to make a test lead in lr 😬
would you mind showing me once those forms are done pleeease?
this is partially a good thing... if we're getting to the point where you are having to show me how to do something then you're making damn good progress!
True..., I am laughing because I feel like I am skilled at something we do daily.
I'll be ready to join a huddle in 15 minutes. I need a refill on coffee and to stretch.
if it's not directly related to our work or you specifically then it's just a waste of time
I'm going to wait until the client approves before I celebrate lol
hey bud we've got dinner plans so I'm going to head out in about 30 minutes. is there anything I can do for you?
Sorry. No I am good. Enjoy your dinner and weekend my friend
thank you for an amazing week! I hope your weekend is even better
got approval from bell! once again, excellent job! thank you
Good Morning!!! Just got my new cubical set up and now we are in business.
Let me get the weekend error report out and I will get to the Monday.com tasks.
ahh damn I was hoping they would separate y'all from the main floor
I want to find a way to put a light on your desk that you can turn red if you're busy or green if available lol
OK. I responded to David and will finish putting Bell into Production.
I saw that. ty for getting that done early in the day!
Oh closing this out is a PERFECT start to the day.
Looking at the TikTok Native Forms Conversion Funnel Postback API Integration,
I was looking at the subtasks list or that
Don't know why I forgot that I was assigned forms this morning.
the subtasks are automatically added via automation whenever damon/brittany kick the integration from their board to our
Ley me get a cup and I will knock the forms out right quick.
getting ready to head out. anything I can do for you?
I thought you just assigned a Form Integration but I am not seeing it in Monday.com
I've already created the ticket and emailed the client about first steps
Then no I am good. I will preview the details.
I'll head out for lunch around 3:30 your time.
I was supposed to meet my wife for lunch but she is still working so I am going to eat in and watch the beginning of the Buffalo game
ahh ok.. I thought something/someone there was preventing you from going
damon is butt hurt because we asked a client for their api key lol
Like they would have an issue with asking the KEY COMPONENT to connectivity.
I'm telling you now what's going to happen: we're going to "assume" we have the right info, and we're going to do an integration incorrectly because we didn't ask for info
I'll meet him in the middle, and we can store api keys and stuff.. but it's going to be on him to ensure that info is up to date.
this week is going to be insane.. not only do we have all the integrations, but joe is flying to the office today/tomorrow and he and I are going to be implementing a lot of stuff that we've been needing to do for a while
you'll be fine.. not sure about everyone else though lol
one of the main things we're doing is forcing 2fa for google accounts.. which means we're about to get flooded with support tickets from people who just can't "get it"
Will the LR Campaign for CA Juv Hall Abuse - ACTS - DL - Flatirons - Shield Legal have the same questions as these?
possibly, but we need to confirm. I don't want to make any assumptions
I'll look over those in the morning and follow up with the client about it. I'm heading out at 6 my time
OK. No. I am going to get you my weekly summary before I head out.
awesome. thank you for that, and everything else today!
I'm heading out bud. thanks again for everything today. I hope you have a great evening!
good morning. I just replied to their email a few minutes ago to ask what leads they are referring to
I'm glad you said something.. we could have stepped on each other
Yeah I have learned it's best to collaborate on how to approach an issue instead of going kamikaze.
I'm on a call now, but when I get done let's jump on a huddle and go over acts/flatirons
this call is running long. sorry about that. I'm trying to get out
finally done. let me get everything pulled up and we can huddle
don't forget about the "working" status in slack if you need it 😉
did you move that integration back to on deck in monday, or did the automation not move it to in progress?
OK I do have a question. I can copy the LR Campaign for CA Juv Hall Abuse - DL - Flatirons - Shield Legal (English) and then rename it CA Juv Hall Abuse - DL - Flatirons - Shield Legal (Webhook) correct? Then all I need to do is update the email content with the custom fields and Line Breaks.
Correct?
correct, but don't forget to change the email recipients, email subject, etc
OK. I have set up the Law Ruler Campaign and created a few test leads.
If it's OK with you, I am going to call it a day a bit early.
yea? nice! how did the test leads look.. does it look like the fields are mapped correctly?
All the questions we have documented we see
Tomorrow I would like to focus on getting the client's fields to confirm the mapping.
I'm like 95ish% sure that you can just pull the field names from their existing ca juv pa flow
we can check it out in the morning.. get out of here bud. as always, I greatly appreciate your hard work today!
Awesome..., I'll talk to you in the mornin.
...so I found the PA flow for CA Juv Hall Abuse
This is the Payload we submit, and it is missing several fields:
https://docs.google.com/spreadsheets/d/1qDXcyl3xPdqvhFgYI_X1hgDowWzQAAil1sipY0MV5H0/edit#gid=464228027
{
"$content-type": "multipart/form-data",
"$multipart": [
{
"headers": {
"Content-Disposition": "form-data; name=\"Integration Key\""
},
"body": "5bca9b1188dc4e9ea426d696caf55c81"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"first name\""
},
"body": "Kaiyon"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"last name\""
},
"body": "Wilder"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"email\""
},
"body": "<a href="mailto:kaiyonwilder48@gmail.com">kaiyonwilder48@gmail.com</a>"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"DOB\""
},
"body": "05/20/1986"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Address\""
},
"body": "1724 Cordoba Ln Apt #A"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"City\""
},
"body": "Las Vegas"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"State\""
},
"body": "NV"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Zip\""
},
"body": "89108"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Gender\""
},
"body": ""
},
{
"headers": {
"Content-Disposition": "form-data; name=\"ContactType\""
},
"body": "General"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"phone\""
},
"body": "7028548033"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"PlaintiffRole_1\""
},
"body": "(P)-Plaintiff"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"IncidentState\""
},
"body": "NV"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Incident_date\""
},
"body": ""
},
{
"headers": {
"Content-Disposition": "form-data; name=\"IncidentFacts\""
},
"body": "PNC was in the hallway when going into the showers and the PNC was only in a\ntowel. The abuser was escorting the PNC and got closer to the PNC and then\neventually led the PNC into a wall in the hallway right before the showers. The\nabuser then reaches down and grabs the PNC's genitals while knocking off the\nPNC's towel and started to stroke the PNC's penis with his bare hands. Skin to\nskin contact confirmed. The abuser then penetrates the PNC's anus with his\nfingers. Skin to skin contact confirmed and no gloves. The incident would take\nplace for 3-5 minutes and would happen during the night around shower time."
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Referral Lawfirm\""
},
"body": "Van Law Firm, PLC"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"summary\""
},
"body": "PNC was in the hallway when going into the showers and the PNC was only in a\ntowel. The abuser was escorting the PNC and got closer to the PNC and then\neventually led the PNC into a wall in the hallway right before the showers. The\nabuser then reaches down and grabs the PNC's genitals while knocking off the\nPNC's towel and started to stroke the PNC's penis with his bare hands. Skin to\nskin contact confirmed. The abuser then penetrates the PNC's anus with his\nfingers. Skin to skin contact confirmed and no gloves. The incident would take\nplace for 3-5 minutes and would happen during the night around shower time."
},
{
"headers": {
"Content-Disposition": "form-data; name=\"CaseType\""
},
"body": "Sexual Abuse LA County"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"CaseGroup\""
},
"body": "Sexual Abuse/Harassment"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Perpetrator\""
},
"body": "PNC doesn't recall the abuser's name."
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Perpetrator Description\""
},
"body": ""
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Facility\""
},
"body": "Los Padrinos"
}
]
}
We have 84 fields that need to be populated
likely because that's all the fields they wanted us to post to them. strip out the field names and compare them to our fields, as long as they're all there then proceed with just those
Are you currently represented by an attorney for this matter? (MUST BE NO) Have you spoken to another attorney about this matter? Have you signed any documents with another law firm about this matter? Were you sexually abused by a PO/CO or Facility Staff? (MUST BE YES) What is the name of the abuser? How long did you attend the facility where the abuse occurred? Have you told anyone about the abuse? Have you received or have ongoing treatment due to the incident? What kind of treatment? (If applicable) Did you go by another alias while attending? What is the name of your biological mother? What is the name of your biological father? What is the name of your CASA volunteer/ guardian ad litem? Are you a member of a Native American Tribe, and if so, which one? How many incidents of abuse were there? What was the Abuser's role? Where did you normally encounter the abuser? Any other information about your abuser you can share? PNC's Date of birth: (MUST BE ON OR AFTER 02/01/1984) DOB of your biological mother? DOB for your biological father?
did you see my message above yours? we sent messages at the same time
I didn't..., Thanks I totally missed that
sorry to interrupt, but I noticed you have an event on your calendar at 4.. I'm gonna go ahead and grab lunch and everything so I can get back and get to work. how's your progress looking? anything I can do for you?
I have but linking up the fields as well as testing the LR campaign.
I went looking for the API documents for the previous ACTS API
...but I am not finding the tasks in Monday.com
well, a certain someone told us to not bother the client when we "already have the data"... so just copy the fields from their existing flow, map them to our intake fields, and send it
the client will either accept it, or we get to demonstrate how important it is to "bother" the clients... so kind of a win-win lol
what time are you planning on leaving this afternoon? I see the event is at 4, but do you need to leave earlier than that to get there?
ok, then I'm going to head out. holler at me if you need anything, otherwise I'll ping you when I'm back
OK So I am going to take this copied PA Flow and make the necessary adjustments
Oh Damn Mike..., My appointment is at 3:00 not 4:00
yo sorry I got held up and didn't end up leaving until after 12:30
After i typed : I was like "That's not right"
OK I am heading to my appointment. I'll be back on later to finish up the PA Flow
hope you're doing well this morning! I have a call in 30, so I wanted to get you going before then
Understand that. I was hoping on the PA Flow to HOPEFULLY get all the variables accounted for in order to begin testing
right on. I did notice in your field map that you're not splitting the first and last name. we have to send them both separately
Yes. I fixed that in LR but I need to address it in the document
gotcha. just wanted to be sure you were aware 👍:skintone2:
anything you have questions about, or that I can help you with before my call?
Not now but I will shoot you a DM if I do
OK. I am going to get me a refill on this coffee and then I'd like to pick your brain as it relates to esting the PA Flow.
I am not seeing tasks setting up the run to a testing mode.
I'll check, but it doesn't surprise me.. remember me saying that I didn't think it was the best idea to clone the existing flow because it was outdated lol
yep, it's missing that and everything else from our newer flows 😕
Although we did add the run auditing logs.
yea but if the flow errors out then the row doesn't get added to the spreadsheet
nothing you did, just saying the old one it was cloned from is a mess
it'll take more time to define all those variables than anything else lol
This afternoon I am going to set this Flow up to resemble our newer Flows that provide the testing info as well as production
thank you. I know it's extra work, but we have several more integrations coming up for this same client, so we want to make sure our first flow is done "the right way" so we can clone it for future use
Hell it's an opportunity to test my knowledge and to make things easier down the road.
I actually LIKE what we do..., love using these tools and the opportunity to trouble shoot...
...even if we are moving and adding noise to the environment every other day.
I'm truly glad to hear that man. I'm worried about you getting bored and burning out
I'm still here but I'm leaving my dnd status up until the normal time. so ping me if you need me
hoping I can get an hour or so of uninterrupted time.. but we'll see lol
No. I have cloned some of the tasks from our newer Flows and eliminated the errors due to that cloning. I am going to spend tomorrow testing the Flow. I will need a pipedream URL for testing.
very nice! you can use the same pipedream url we use on the others
thank you for another awesome day. I hope you have a great evening. ping me if you need anything
Which Workflow should I use for testing the ACTS CA Juv Flow?
shit I just realized you came in early.. you got my schedule all messed up now lol. I thought it was like 9:30
No I have to take an early lunch. So I logged in early.
Hello Mike..., can you take a peek at my PA Flow for DEV - CA Juv Hall Abuse - ACTS - DL - Flatirons - Shield Legal? I am not sure why the Automation is not triggering.
Here is my Test Lead: https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=374695
have you checked: • email subjects match in lr and pa • recipients match in lr and pa • the data connection in your email trigger in pa • is your flow turned on
if I were a betting man I'd say it's the data connection
I forgot about that. Switched it to Devtest
Yes it ran successfully but the Mapping needs to be corrected
I'm heading out bud. thanks for another great week! have a wonderful weekend
good morning. sorry it's off to a rough start. I hope you had a good weekend at least
Found something, now I am making a change and testing again
In our payload there is a node for IncidentFacts
I have been gathering information for our on site attorneys
This collection of questions are what they classify as IncidentFacts
oh ok.. there's an older flow where we had to post a payload to an external script and it "built" the value for the summary field
ok so on their other flow that's live, we're passing our "incidentdetails" to their field "IncidentFacts"... and our incidentdetails come from 1 row in the email from LR
so I'd start by pulling up their existing automation in lawruler and seeing what's on row 13
then hopefully you can map that back to the correct field for this case type
What's the name of the Campaign you are comparing to?
I think this is the LR automation: https://tortintakeprofessionals.lawruler.com/AddEdit-Campaign.aspx?cID=398
if we need to jump on a huddle lmk and give me afew
I will do…, I stepped away from my laptop for a moment.
Hello Mike. When you have a moment, can you go into Pipedream and Look at the test post I created to see if the data is to your liking?
do we not collect the incident state? also did you see the client's email this morning about adding the paid advertisment field?
No I don't see Incident State in the Campaign Intake.
OK. Well at least the test results are hitting Pipedream.
> change the Referring Law Firm to “Flatirons Law Group, PLLC”.
yea there's a ref firm variable.. not 100% sure what it's called but you'll see it
I'm heading out in a few.. just waiting on the text from walmart.. depending on what time I'm able to get back I may jump back on in case you need anything
in the meantime, if you need anything ping me and I'll reply when I can, or just call me
OK I am installin my Privacy screen in the meantime.
they just text me... I'm heading out. wish me luck lol
I'm back. I didn't want to come back.. I was having too much fun. my car was a blast to drive! got several really nice donuts in walmart parking lot lol
how are you doing with acts? anything I can help you with?
Running a test right now and HOPEFULLY this is the final before attempting to send the data to the client.
You spoke earlier about an email from the client
it was last week. it's all under the ticket in freshdesk
> Hi Mike: > The information you have should be correct. > As far as the information to export to us, I believe the only difference between this and the prior sex abuse integrations would be to change the Referring Law Firm to “Flatirons Law Group, PLLC”. I am pretty sure that the other information exported is just the plaintiff contact information.
and then on friday:
> HI Mike:
>
>
> For the PPC campaign, we will need to make sure the types of cases that will be sent and map them to the Case Types in SmartAdvocate. Also, we will need to push the value “Google Ad” to the Paid Advertising field in SA.
Oh..., OK. Let me look to see where the Paid Ad field is within our flow.
that's one of the "weird" fields in SA... SA's docs say the field is "paid advertisement" but I think it's more like "Paid_Advertisement".. I'm trying to look for an older SA integration to confirm
> "Content-Disposition": "form-data; name=\"Paid Advertisement\""
Do you know of a PA Flow where Paid Advertisement is initialized and set
- I am not seeing it in the PROD - ACTS CA Juvenile Hall Abuse (SmartAdvocate)
just add it either as a variable or hardcode it in the payload.
Added it and running another test. It appears that the Document Upload task is taking a minute to process
the doc uploads will likely fail bc we don't have pipedream setup to handle them
It's alllmost there • "paid advertisement" should be "Paid Advertisement" • ref firm is still set to ACTS
are you planning on doing a live test today or in the morning?
The Morning..., gives me time to settler in and not rush.
works for me. we won't get a response until tomorrow anyway
I was sticking around in case you needed my help.. if you're done and planning on testing tomorrow then I'm gonna call it a day
THis Tasks has actually helped in learning which lawyers to confide in for information.
Tomorrow I think we're going to knock out the testing and be ready to productionalize this bad boy
based on your latest test, I think it's safe to assume that
I am hopping into my setting up my test this morning.
...e want to simulate a test to send our lead to Flatirons correct?
and if there is anything I can do to help let me know
Hello Mike. Do we know when the Bell Bulk Load was performed?
I already replied.. we did the integration, it's up to damon and his team to do the backfill
Is my point of contact for ACTS (to confirm they receive our submission) is Richard Franklin?
you can just reply to the existing email thread or the ticket in freshdesk.
I NEED TO MAKE A POINT TO REVIEW FRESHDESK FIRST THING IN THE MORNING.
I am adding that as a daily task on todolist
yea, that's my bad. I've got you bouncing between multiple task apps lol
No I have been checking out my todolist...,
I'm in between my next call.. anything I can do for you?
Not at this moment but I will be submitting the test now. So that could change really quick.
the client asked about the progress. I told them you'd be sending test leads shortly
I have SUCCESSFULLY submitted two leads.
alllright.. done with all the calls and shit (for now at least)
I had to restart slack this morning. it was being weird for me too
I submit a message and it hops up to December post
same thing it was doing to me. I killed it and reopened it and it worked
According to the logs, both the intake and the documents successfully uploaded.
I'm sure they'll reply soon. they've been active today
oh shit richard replied earlier and I completely missed it
> What types of cases will be used for testing? No one has contacted me about matching the input to the Case Type defined in SA.
rofl this is why I love having everything in one place.. richard said that "no one contacted him about the case types"
fuck it looks like my image didn't attach in the actual email 😞
I have a love/hate relationship with this help desk software
Cut and Paste doesn't work for pictures?
apparently not.. it shows it in the ticket, but the actual email can't load it ¯_(ツ)_/¯
we need to do a crash course on how to use the help desk
I'm about to take a break and get away from this stupid computer. we can try to huddle up this afternoon if time permits
yo.. sorry I got pulled away as soon as I sat back down
OK So they got the cases!!! :awesomedance::awesomedance::awesomedance::awesomedance::awesome_dance:
Do you know what campaign he's speaking of (Google PPC Campaign)?
```I have a couple of questions, however.
Did you also send us the leads via email as well? That has been the normal practice, but I don't see them. The Intake Forms (in both .csv and .pdf formats) were attached to the cases, but the client signed retainers were not. These have been attached previously.
Finally, I want to clarify that these cases are not part of the Google PPC Campaign. Is that correct? If not, will you begin working on that integration next? My biggest concern is about these cases since there are more variables, primarily the case types, than with the se =x abuse cases.```
I do believe that's what the LSA integration is (local search ads)
and I have even more good news.. I was going over my list earlier and realized that when I was prioritizing things with Cam and Ryan we managed to overlook a "top priority" integration 🤦♂️:skintone2:
Well..., I went to look in Monday.com an I don't see an API integration record for it.
but now that you mention it.. I wonder if damon has it on his board
so on acts juv.. I'm guessing the retainer isn't attached because you didn't e-sign one for your test lead? and I'm assuming that they are going to want us to remove the "google ads" field that you added this morning
I can perform the e-sign and resend the retainer..., but let me remove the Google Ads string
idk if they will accept the lead or if it will dupe out 😬
Let me update the Helpdesk Ticket and then I will rerun the process.
hold up on that.. I want to make sure you're doing it the right way
the note you added earlier was a public note, so it got sent to the client
and the summary is meant for us to write a general summary of the ticket once it's been closed out
when you click "add note" make sure it says "private"
Would you like to hop in a huddle and go through the creation of the lead?
you don't have to "notify to" anyone when you're adding a note. you can if you need/want to though
I was going to include you in the Notifies so you know where I am in the process.
ugh.. there's no way to "like" it or anything to signify that I've seen it
I'm heading out shortly. I'd like to jump on a quick huddle when you get to a good stopping point
Good Morning..., Am I hearing that the automation is not working?
good morning. I'm on a call. I'll ping you as soon as I'm done
Just correcting the issue Richard emailed us.
I'm done with that call.. looking over richard's comments now
ahh.. everything he mentioned is most likely just because it was a test lead using random info
if you don't mind, when you reply to a ticket in the help desk please use the "reply" button at the top, not a note please
Yes. I actually hard-coded California as the incident state because these incidents were supposed to have taken place in California.
nice.. I think the duplicate documents are just because the lead got posted twice yesterday. looking at the screenshot there's a ~2 min difference between when they were received
SO I am not sure that the issue Rich provided us is on our end...
The Incident State did not populate correctly. a. For Slade and Testing Donovan, the plaintiff lives outside of California, the Incident State appears to be listed as California (in the Comment section – see screen shot below), but the Incident State is the plaintiff’s residence state.
a. For Giovanni, the plaintiff lives outside of California, the Incident State is blank, and again the residence state was entered in the Incident State field.
Lookin at the images The Incident State is being set to the Lead's home state.
If you look in at our payload:
{
"$content-type": "multipart/form-data",
"$multipart": [
{
"headers": {
"Content-Disposition": "form-data; name=\"Integration Key\""
},
"body": @{variables('integration_key')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"first name\""
},
"body": @{variables('first_name')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"last name\""
},
"body": @{variables('last_name')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"email\""
},
"body": @{variables('email')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"DOB\""
},
"body": @{variables('dob')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Address\""
},
"body": @{variables('address')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"City\""
},
"body": @{variables('city')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"State\""
},
"body": @{variables('state')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Zip\""
},
"body": @{variables('zip')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Gender\""
},
"body": @{variables('gender')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"ContactType\""
},
"body": "General"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"phone\""
},
"body": @{variables('phone')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Paid Advertisement\""
},
"body": @{variables('Paid_Advertisement')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"PlaintiffRole_1\""
},
"body": "(P)-Plaintiff"
},
{
"headers": {
"Content-Disposition": "form-data; name=\"IncidentState\""
},
"body": @{variables('incident_state')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Incident_date\""
},
"body": @{variables('incident_date')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"IncidentFacts\""
},
"body": @{variables('incident_details')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Referral Lawfirm\""
},
"body": @{variables('ref_firm')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"summary\""
},
"body": @{variables('incident_details')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"CaseType\""
},
"body": @{variables('case_type')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"CaseGroup\""
},
"body": @{variables('case_group')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Perpetrator\""
},
"body": @{variables('perpetrator')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Perpetrator Description\""
},
"body": @{variables('perpetrator_description')}
},
{
"headers": {
"Content-Disposition": "form-data; name=\"Facility\""
},
"body": @{variables('facility')}
}
]
}
The Incident State is set to the variable 'incident_state' which we hard coded as California.
So I don't know why the Incident States are being setto the home state of the lead.
ok I'm still putting all the pieces together, but so far it looks like you are correct
from everything I see you're right.. the incident state is absolutely set and sent as california. BUT that begs the question: why was it working correctly on the earlier test leads? OR was it not working then either, and the client just didn't notice?
will you please start preparing another test lead? please make 1000% sure the intake is correct, and don't forget to sign the esign
Already Done and was waiting to get your input before I ran the process. Lead ID: 382538
sorry, got pulled away again. I just sent the reply to richard.. you can go ahead and trigger the new test lead please
OK. I'll review the data one last time; I changed the city and state for the lead to make sure it was not California.
thank you. it wouldn't look great for us if the lead is wrong lol
Ran Successfully. Here is the submitted Payload JSON:
{ "$content-type": "multipart/form-data", "$multipart": [ { "headers": { "Content-Disposition": "form-data; name=\"Integration Key\"" }, "body": "5bca9b1188dc4e9ea426d696caf55c81" }, { "headers": { "Content-Disposition": "form-data; name=\"first name\"" }, "body": "Incredible" }, { "headers": { "Content-Disposition": "form-data; name=\"last name\"" }, "body": "Hulk" }, { "headers": { "Content-Disposition": "form-data; name=\"email\"" }, "body": "test@test.com" }, { "headers": { "Content-Disposition": "form-data; name=\"DOB\"" }, "body": "04/30/2001" }, { "headers": { "Content-Disposition": "form-data; name=\"Address\"" }, "body": "123 Marvel Way" }, { "headers": { "Content-Disposition": "form-data; name=\"City\"" }, "body": "Reno" }, { "headers": { "Content-Disposition": "form-data; name=\"State\"" }, "body": "NV" }, { "headers": { "Content-Disposition": "form-data; name=\"Zip\"" }, "body": "89502" }, { "headers": { "Content-Disposition": "form-data; name=\"Gender\"" }, "body": "Male" }, { "headers": { "Content-Disposition": "form-data; name=\"ContactType\"" }, "body": "General" }, { "headers": { "Content-Disposition": "form-data; name=\"phone\"" }, "body": "9999999999" }, { "headers": { "Content-Disposition": "form-data; name=\"Paid Advertisement\"" }, "body": "" }, { "headers": { "Content-Disposition": "form-data; name=\"PlaintiffRole1\"" }, "body": "(P)-Plaintiff" }, { "headers": { "Content-Disposition": "form-data; name=\"IncidentState\"" }, "body": "California" }, { "headers": { "Content-Disposition": "form-data; name=\"Incidentdate\"" }, "body": "06/01/2013" }, { "headers": { "Content-Disposition": "form-data; name=\"IncidentFacts\"" }, "body": "Test. Bad Stuff" }, { "headers": { "Content-Disposition": "form-data; name=\"Referral Lawfirm\"" }, "body": "Flatirons Law Group, PLLC" }, { "headers": { "Content-Disposition": "form-data; name=\"summary\"" }, "body": "Test. Bad Stuff" }, { "headers": { "Content-Disposition": "form-data; name=\"CaseType\"" }, "body": "Sexual Abuse LA County" }, { "headers": { "Content-Disposition": "form-data; name=\"CaseGroup\"" }, "body": "Sexual Abuse/Harassment" }, { "headers": { "Content-Disposition": "form-data; name=\"Perpetrator\"" }, "body": "Emil Blonsky" }, { "headers": { "Content-Disposition": "form-data; name=\"Perpetrator Description\"" }, "body": "Also goes by the alias Abomination" }, { "headers": { "Content-Disposition": "form-data; name=\"Facility\"" }, "body": "Central Hall" } ] }
hey is that payload above for the new lead, and if so have you already posted it?
ahh shit.. school started back today so I actually have to leave shortly to go get him
SUCCESS:
{
"statusCode": 200,
"headers": {
"Cache-Control": "private",
"Server": "Microsoft-IIS/10.0",
"X-AspNet-Version": "4.0.30319",
"X-Powered-By": "<a href="http://ASP.NET">ASP.NET</a>",
"Date": "Wed, 24 Jan 2024 18:39:10 GMT",
"Content-Type": "text/html; charset=utf-8",
"Content-Length": "129"
},
"body": "24579\r\n\r\n\r\n<!DOCTYPE html>\r\n\r\n<html xmlns=\"<http://www.w3.org/1999/xhtml>\">\r\n<head id=\"Head1\"><title>\r\n\r\n</title></head>\r\n\r\n</html>"
}
ty.. I'm assuming "24579" is the id from their api. you used test@test.com for the email so idk if they already have that in their database or not lol
Upload Documents:
{
"statusCode": 200,
"headers": {
"Cache-Control": "private",
"Server": "Microsoft-IIS/10.0",
"X-AspNet-Version": "4.0.30319",
"X-Powered-By": "<a href="http://ASP.NET">ASP.NET</a>",
"Access-Control-Allow-Origin": "**",
"Access-Control-Allow-Headers": "Content-Type, Accept, Cache-Control, Expires, Pragma, Content-Length",
"Access-Control-Allow-Methods": "POST, PUT, GET, OPTIONS",
"Date": "Wed, 24 Jan 2024 18:39:12 GMT",
"Content-Length": "0"
}
}
I'm pulling everything up to take a look before replying to richard
bruh.. you really gonna make me ask the client to check for mr. incredible hulk 🤦♂️:skintone2: 🤣
Let me have fun in this testing process.
You think that's bad..., His Abuser is Abomination
we need to make one of those fake person generators that's only nerdy pop culture references. my go-to is rick deckard and blade runner
ugh.. richard wants the payload for SA to investigate. I hate this part because 99% of the time when we send someone the output from a pa flow they're like "wtf is this"
before we do that I'm going to shoot him a quick reply and ask him to check that new lead
...yeah, but this payload reads rather easily.
Fuck 'em!!! Careful what you wish for because we'll give it to you!!!
I sent it as well. There was a brief pause in communication so I figured you left.
all good.. we just need to work on better coordination. now we know!
...by chance have you seen Rahul's email?
haha yep.. what that translates to is "it's a UDF in smart advocate, and it wasn't properly mapped".. I've seen it dozen or more times now
meaning it's not properly mapped in sa, not on our end
No need to..., that is a horrible assumption that someone who has been abused wouldn't move from the state that the abuse occurred in.
it was probably just laziness on their end tbh.. rahul and I have a past lol
just make 1 right quick if you don't mind please sir
mainly just want to confirm that one field is working now
make it a full "proper" lead though or you'll make richard's head explode
fyi, I just noticed that if you reply to the email thread instead of the ticket, it shows as a "public note" in the help desk.. so that wasn't anything you did earlier
nice. if everything looks good then go ahead and post it please
DAMN GOOGLE!!! Let me forward it to everyone
shit.. actually, I didn't see his other reply about going live. the ticket is fragmented now, but we need that response in the ticket. trying to think of the best way to do it
This is a great learning experience as it relates to using the Help Desk App.
I don't want to fwd it because I believe that would remove all the recipients except you and richard. the only thing I can think of is to reply to his last message and manually add all the recipients to it, including integrations@shield-legal.com
That's probably the best approach to take.
Just reply with my last email and remove him from the list?
you can reply all, but he's the only recipient so it's just going to be him. I was saying to reply to richard's last email, but add the rest of the recipients (leave richard on there)
you can just type "forgot to reply all. please see below." or something quick and simple like that
I'll do the Form Integrations first thing in the morning. BTW, I need work from home tomorrow because I have to drop my wife off at the Airport at Noon.
It will be easier to work in the morning and come in after I drop her off.
No I am about to head out myself. Ended up working through lunch today.
thank you for all your hard work today! I hope you have a great evening
good morning. please don't get started on anything yet... it's been a crazy fucking morning lol
I should let you know I had started the CPAP TikTok form integration. I’ll hold up until I hear from you.
oh that's fine.. go ahead and knock that out if you don't mind
yo.. got a few to jump on a huddle? I've got a call shortly
shit I forgot to tell you about those failed pa runs on napoli.. we have to set a timer and check the lead's status before we post any other data.. those errors just means we didn't get it enough time to process. it looks like I'm going to need to add more of a delay
OK at some point I’d like to see how you do that
ok I'll show you later today when I have the chance.. I think it's pretty slick, but I'm biased lol
I'm off the call with the tiktok dev. holler at me when you get to a stopping point so we can jump on a quick huddle please sir
Page one of three is complete. I’m getting ready to drop my wife off. We’re actually running a little bit late.
awesome! thanks again man. talk to you when we both get back
Check..., Checked Again..., and Checked One Last Time!!!
lp_s5 - Lead ID has been added to all the TikTok Zapier Zaps.
hey real quick, suuuper off topic.. would you please mind looking at the first page of this w9 and lmk if you see the box checked in section 3, and my ein? I have a client saying that it's not filled out
Sole Proprietor and the TIN is filled out.
awesome thank you! I have no idea what they were on about
oh I need to increase the wait time on the napoli pa flow. I told you I'd show you how I did it
OK. Let me run to the restroom and I will be back.
that's fine.. definitely not top priority. I just happened to think about it just now lol
heading out in about 20 for school pick up.. anything I can do for you before I go?
Is there anything you want me to work on? I just finished the Form Integration and will close it at 1:00
you can go ahead and mark his form as complete. what time were you planning on taking lunch today?
gotcha. well the next integration is supposed to be babins law human trafficking, but I still don't see it on our board. will you please ping @deleted-U04GZ79CPNG in #C05GHTD7M24 and ask if they have kicked it over to our board, and if not, would she mind doing that for us please
I’m actually over here by her. I can ask as well as send a follow-up email.
I'd prefer slack over email honestly.. putting it in the integrations channel so everyone sees it, and knows we are waiting on someone else
there's even a message about it in the integrations channel, so if you wanted to you could reply to that message and start a thread
I can follow up with her in the integrations channel so it doesn't make it awkward for you lol
let me know which direction you're going with it. I don't want to step on you
I asked her..., They do not have the questions ready yet.
Hello Mike..., The department is heading out early today. I told them I would check with you before heading out.
works for me! I'm about ready to call it a day myself.
thank you for another awesome week! I hope you have an even better weekend
Absolutely. You have a GREAT WEEKEND MY FRIEND!!!! Talk to you Monday.
It looks like Napoli is not performing Daily or Weekly database Maintenance
I closed out CA Juv Hall Abuse - ACTS - DL - Flatirons. We have been sending Intakes over the past few days and there have been no rejections nor emails rejecting records.
I'm about to head out. let's huddle up whenever we're both back
I literally was going to head out when I felt I needed a breathe of fresh air
Ok but if you change your mind just lmk. I'll be back shortly. Ping me if you need anything
Whenever you are ready to huddle, just let me know.
I think my audio on my pc is fucked. if I can't make it work here I can do it over my phone
To join the video meeting, click this link: https://meet.google.com/wfb-motr-zhg
Otherwise, to join by phone, dial
I was in the process of sending out a reply.
tony gave me the answers to richards #1 and #3 questions.. got to look into his #2 question
Yes it looks like there was a BadRequest for this intake.
I'm more concerned that our error handling didn't catch that. it's even in the spreadsheet log marked as successful
Yes it actually cancelled the transaction. I have not previously seen that.
I know.. weird right? makes me wonder how many more errors we've missed
I'm about to start wrapping up.. is there anything I can do for you?
Nah. It's about that time. I'll have my update for you in the mornin.
sounds good. thank you for everything today. it wasn't all that bad for a monday! maybe didn't get a ton of stuff done, but we're moving forward and that's what creates momentum!
if you don't mind, let's start touching base when you first get it so we can discuss things before "going public"
yea, it's just their system taking forever.. that one ran for over an hour before failing
I'm getting flooded this morning with one-off random ass questions and requests.. if time permits I'm going to finish setting up the help desk and start making people submit tickets
OK I am getting ready to send you my weekly summary/prioroties
about to head into a call. I'll ping you when I'm done
I see I have a few tasks assigned for Other LSA - ACTS - ACTS - Shield Legal.
I know it is not in progress, but I could get a jump of these items.
give me a few to finish up this call and we'll jump on a quick huddle
I'm heading out shortly. anything I can do to help before I go?
Nope o the custom fields and just formatting the data properly
I'm hoping that cam will tell brittany or someone to finish putting everything together for babins by eod
If it's OK..., I was going to shut down the non-webhook campaigns for Other LSA - ACTS - ACTS - Shield Legal and create my three test leads.
no, we don't turn off the non-webhook ones. set your trigger to the "retriggered" status until it's ready for production, and then add the esign final status
I'm about to call it a day. I've been running non-stop since 5am
I gathered the custom fields and created test leads.
I'm gonna try lol. thank you for everything today. hope you have a great evening!
Just finished the Firefoam Form Integration you posted this morning.
you can go ahead and mark that form as done. the request came in over night
I haven't got a reply from cam yet, but we have a client that's getting impatient. I just moved their integration to on deck. if you don't mind, would you please switch gears and let's start on that one
we've done a couple of integrations for bg already.. juv hall abuse I believe
whenever/assuming we get confirmation from cam I'll start a new ticket and everything. I don't want to send it now and have cam put us on something else
I'm about to head out. I should hopefully be back early today (if I didn't just jinx myself)
No Problem. I will be picking my wife up from the airport at 1:00
Is it OK if I can finish the day at home?
brianna even reacted with an emoji to your post this morning 🤦♂️:skintone2:
unless they are talking about the one that just came through a little while ago
Which I would report tomorrow..., but Oh well.
...and that error was on Hilliard's server.
still haven't heard anything from cam so I'm making an executive decision.. we'll officially start on bg afff in the morning
I have got the field names and created leads. I am going to knock these Forms out today as well.
More than wife..., that's for damn sure.
I'm about to wrap up for the day. anything I can do for you?
No I am good. Finishing up the Paraquat form
thanks for everything today. have a wonderful evening
hey bud.. I wanted us to touch base in the mornings before you went public with anything
we're already aware of that lead. I've emailed the client about it. I even marked them with an emoji in the errors channel
Damn that's my fault. I read the message early and I thought there were no other issues so I would let everyone know that aside from that lead..., we were ood.
no worries. going forward, let's just make it procedure to touch base first thing in the mornings please
Getting everything together and ready to move forward with our API Integrations
I have also been asked to do a few headshots for the Crump Lawyers.
haha I was going to ask if you were getting paid for it
Question for you Mike. Is David Romero is our point of contact for Firefighting Foam - BG - Miller Goldenfarb - Shield Legal API Documentation questions. I am ready to get field mapping information for the Master Intake Document
I literally was typing this question before you hit send
I'm waiting to hear back from them now. we already have integrations for them, including at least 1 for afff. I'm hoping that everything will be the same except for co-counsel and stuff
it should be largely the same, unless they switched crms or something.. so if you want to pull up their existing pa flows and field maps that would be a good place to start
np at all! if you have any other questions just lmk
I'm heading up to the school shortly. I might be a few minutes late getting back.. nobody told me we were out of water so I need to go exchange the bottles
I think I am good. It's raining here so I will be doing lunch at my desk.
Nah..., the mood in the office is oddly pleasant
Trying to find an example PA Flow that has all the fields we are using...
ohhh it's because we used a different name I believe. it's actually miller (dan miller and asssoc)
I'll knock the next two steps out this afternoon.
I'm back. sorry I didn't plan on being this late lol
I saw my late fiancee's kids at the store.. first time I've seen them in a couple of years. they've grown so much that I literally didn't recognize them at first. it made it really happy to see them
If I may ask..., were they kids when she passed?
oh yea.. they were I want to say 9 and 10, or 10 and 11
they looked damn near grown when I just saw them lol
So I am looking at the payload of the PA Flow you sent me...
It looks like the custom field are mapped to questions and not to a specific Mapped Field
The email from earlier today about CA Juv Hall Abuse - ACTS - DL - Flatirons - Shield Legal
Were there other instances of emails not being sent after an intake was submitted?
from acts? I don't see the email you're talking about
Nevermind..., I was looking at an earlier email in the chain.
that's why I use that simplify plugin. it's not free, but it's worth it
we should be done with acts/flatirons. I'm going to close the ticket out tonight or in the morning, and then send out one for their next integration
is there anything I can do to help you before I go?
Hey..., we're headed to Winchell's for Happy Hou.
I hope you have an awesome evening. thank you for all your hard work today
Nope tomorrow I will show you what I have done and hopefully we can push forward to have this testable by Monday.
Thanks man enjoy the movies and family time.
Yesterday we had an duplicate error for Napoli.
Flow: PROD - Napoli Shkolnik AFFF Status: 🔥 Failed Lead: 387249 - Brian Joyner Lead Stage: Duplicate Outcome: Lead is not qualified: Duplicate
This is the action we would expect for a dupe correct?
correct. if it dupes out there's not much we can do about it. just let them know about it in #C05GHTD7M24
heading out in about ~15.. anything I can do to help you?
When you get back can we look at the Payload I am setting up for AFFF BG Miller
There are a lot of repetitive questions in the campaign
OK Here is a spreadsheet to compare the sample JSON to the Custom fields and questions
I'm back but I have a few things I need to take care of that came in while I was gone. I'm really sorry. I'll try to hurry
Sipping on coffee and trying to clear my head so take your time
yo.. let's jump on a huddle right quick please. it's probably going to take me a sec to get my audio working lol
Hello Mike. I have been working on the PA Flow for Firefighting Foam - BG - Miller Goldenfarb - Shield Legal; Creating the Payload Template. I do however need to take lunch at 1:00 PM so I was about to head out now. Do you need anything of me?
Back in..., sorry about the late response
I'm about to head out. thank you for everything today. I hope you have a nice evening
You as well. I hope to have a test for you in the morning.
Slow..., this rain, my ear infection and lack of caffeine has me slightly thrown off.
...and on top of that, I don't know why it is bothering me but Toby Keith died last night.
It was a wake up call to make sure I am Diligent with my health
but then I heard trump can't claim immunity, so that cheered me up a little lol
This would make for a great comedy..., which scares the hell out of me because this is real life.
oh man that could be great. as they say, life imitates art. but you're right, it would be lot funnier if this wasn't true life
...so Damon told Brianna that "We" resubmit leads when they error out.
I inform them and they resubmit them. Always has been that way.
omg I've told them this 10000 times.. if it's just an error on the buyer's end WE repost it.. if it's an issue with the intake then they HAVE to retigger it from LR so we get the updated data
riiight because all big business apps do planned maintenance in the middle of the day 🤦♂️:skintone2:
hey are you sure we've been passing in the TT id as "lp_s5" in the TT zaps? none of the leads I'm seeing have it in s5. I see a couple still using the old "tiktok id" field
Which Campaign(s) are they having this issue with?
to hear them talk about it.. all of them lol. I know one of caleb's is wrong
I have been changing tiktok id to lp_s5..., I guess I missed that one.
While I am waiting for LR to come back up I can recheck them
I greatly appreciate it. remember it's just the tt forms, not fb forms
1 with Tiktok id and three missing lp_s5
do you happen to remember which ones didn't have s5?
oh no..., I corrected them then moved on
knowing our luck, those few that didn't have s5 are probably the only ones running traffic now lol
Of course..., but I know when you asked me to update those Zaps I went through ALL of them
I wonder if those were added afterwards.
either way, you're good man. I know you did it when I asked
Not blaming anyone but if Brian updated them and did not have knowledge of the lp_s5 field
I have gone through the list and made the updates thouh.
I was panicking because I was trying to test, but wasn't seeing any leads... then it dawned on me that LR was down, and the postback triggers from LR lol
heading out in a few.. anything I can help you with before I go?
No I am good. Gonna continue to get the PA Flow set up after lunch.
This is the correct connection for testing, correct?
When you get a chance, can you take a look to see why the automated process is not started.
The connection is set to devtest@shield-legal.com
The Subject is set to Firefighting Foam - BG - Miller Goldenfarb
I don't know if that's handled as "and" or "or".. but either way, data@ should only be used for production
remember these are incoming emails.. outgoing emails come from LR
So i AM ABLE TO TEST AND MY QUESTIONS ARE NOT IN THE PROPER SEQUENCE
I need to adjust my email content accordingly.
that's good progress! there are only a couple of places where the fields can get messed up, so I think you'll find it. if you get stuck though then holler at me
I am going to head out in ~30 though. unless you need me of course
No. I am good. Just have to rearrange the fields.
I'm heading out bud. thank you for everything today! Have a great evening
very nice! it all looks good except for one little detail
it looks like you're pulling in some of the data from the attached csv file, but if you recall, damon told us not to use the csv because it's usually incorrect or blank
you really did do a great job though. don't let this one little thing rain on your parade. I felt bad even saying something about it because you did so good overall lol
No..., I forgot about the csv comment from Damon. THis gives me an opportunity to see if I can modify this Flow without messing it up.
So we will need to remove the csv check and just focus on the Validate and Post correct?
correct. just take note of what data you're getting from the csv file so you can replace those variables
times like these verify that you are getting the processes nailed down. a month or so ago I would have had to better explain that, and it would have taken you so much longer to figure out which direction to go 🙂
about to head out.. anything I can do for you before I go?
No. I may head home at lunch my ear and head are killing me. I am about to take a break to clear my head.
ok bud. do whatever you need to do. I hope you get to feeling better.
Headed home…, I’ll check in when I get there.
Well..., it looks like this is going to be an interesting morning
Well I feel better..., so I am ready to go.
I swear it is something about this time of the year.
I usually get strep every year or two, but I haven't had it in a while, so I was due for it
I've been getting it since I was 8. I spent over a week in the hospital with it
I also had my tonsils removed when I was 6.. which is supposed to cut down on the occurrence of strep 🤷♂️:skintone2:
...so, these TT (I am assuming TikTok) forms, have they become the priority?
fuck if I know lol.. it's liable to change in the next couple of hours anyway
Check out the error and the frequency of the loop.
Well I definitely need to change my output type
I hate to do this to you, but whenever you get to a good stopping point I need you to change gears and work on the form integrations (per cam's list this morning)
all the requests are now going to the new help desk
No problem was waiting to get the tasks assigned. However I d want to fix this before I start.
gotcha. well when you get to a stopping point lmk and we can discuss the forms and everything
np.., please just take the time that you need in order to do it the right way.
we barely have time to do new tasks, let alone go back and "fix" "temporary" solutions lol
Awesome. It think I have the PA Flow corrected, but I won't test it until after we finish the priorities.
...yeah he's kinda clueless this afternoon.
sorry.. you'll never believe it but I got pulled into something right after we hung up lol. I'm adding those forms to monday now
Oh I believe it. Just finishing warming up my food now so we’re all good.
I didn't even have a chance to get that cup of coffee I was thinking about lol
These are so called short forms.. They only have like 1-3 questions. There is a thread about it in another channel somewhere but I'll have to search for it when I get back
No problem. I can delete those fields if necessary
Here's another zap that has none of the fields nor the one field in the Mapped Field listed as a field we want to link to said mapped field.
That's confusing asf but it's what Cam was saying about the fields
yo.. sorry about that. were you able to make sense of that convo? I thought you were in that channel but apparently not
got you added to that channel. not sure why you weren't already in there
I am picking up on what they are trying to relay as I go through the Form Integrations
OK. I think we have all five Form Integrations complete
that is indeed a successful test! I'll have to dig deeper when I have time, but just glancing over it, it looks great!
I noticed that "CaseType" and "MarketingSource" are blank, but idk if they should be
and (assuming they are correct lol) ... if you were actually able to take that confusing ass convo and decipher it enough to get all those forms done.. that's monumental man
I am hoping I deciphered that conversation right.
dude I read over it like 20 times and I'm not 100% sure I even know what they are talking about 🤣
so if you got anything right that's still impressive
and just so you know, I have not forgot about you just hitting 6 months with us. there have been so many changes in the hr and accounting departments lately that I'm not even sure who to go to find out what the raise schedule is lol
Damn..., it has been 6 months. No worries. I am just happy to be somewhere that a few people appreciate me and I can contribute.
...and if I ask a question I get an answer that isn't let me et back to you.
I'm sincerely glad to hear that you are still happy. I really worry about you getting bored or burned out, or starting to get frustrated when we have to abruptly pivot like we did today
speaking of burnout, after we talked today I got to thinking, and I believe I have a solution to my biggest "problem"... and it involves you.
Actually... We have a great group over here so when things slow down we bounce ideas off each other as well asdetermine when things are going to pick up.
This is the happiest I have been in years.
idk what, if anything, you've done over the past few weeks and months, but your growth rate is exponential now
I was going to say..., I'm part of the problem 🥺
hahaha yea I wanted to clarify that as fast as possible
I can always come back to you if something is confusing and you let me do the work so I can LEARN and RETAIN that knowledge.
absolutely! and every day I hold your hand a little bit less than the day before.. and now it's to the point where I rarely have to really hold your hand at all
and that exponential growth is key to my plan, so I love the trajectory you're on 😉
I'm sooo eager to see if those forms are correct, or even close to correct :lol:
Me too. Sorry about that I was asked a question about this weekend.
OK I am about to head out. We're headed to the Super Bowl Experience.
right on. thanks again for everything thing today.. you kicked some major ass man. I hope you have an excellent evening!
Good Night Mike. Talk to you in the mornin.
Good Morning Mike. I am going to look into the LSA - ACTS issue Richard sent. I thought the Google Ad text was accounted for previously.
Medical Malpractice LSA - ACTS - ACTS - Shield Legal - Got it confused with another Flow
we had a lot of form integrations come in overnight. I'm trying to make time to add them to monday
jfc we have a rogue employee that messaged me about a programming project he's working on that would "be a replacement for monday.com", but then he asked me a stupidly basic, programming 101, type question 🤦♂️:skintone2:
I don't know this guy, or who assigned that project to him. I'm trying to get to the bottom of it now before this dude makes a giant mess that I'm gonna have to clean up lol
Somebody who probably just started a programming class and want to show off their skill (Not skills, they only have one skill).
monday.com isn't perfect but it is good for what we're doing now
lol maybe so.. his "problem" is that his "program" reads/writes to a csv file... but the csv file is only on his computer so nobody else can access it
as in, can I "fix" the network so everyone can access his csv file
just to confirm, did tickets #156 and below get done yesterday? https://help.shield-legal.com/a/tickets/filters/179565
it was 5 forms.. pretty sure you did them, just want to be certain
👍:skintone5: - All were completed. Let me cloe out the Helpdesk ticket.
let me check something so I don't tell you the wrong thing
so on the help desk, when you "close" a ticket it sends out an email to whoever created the ticket to let them know the ticket has been closed. that should be fine in most cases, but if you want to close the ticket without sending that email then hold down the shift key and hit the "close" button at the top
if you hover over "close" it will even tell you about holding the shift key
I am going to close one Help Desk Ticket without holding shift just revisit the web app process aain.
let's jump on a huddle real quick before I get derailed again lol
Is AFFF |TIKTOK|MM|AFFF FORM 1.5 SF available?
I'll cut him some slack. he's still new at all of this
NP. I have plenty others to do in the meantime.
when you get back to that form would you please make us a group chat with @Michael McKinney, and ask him about the zap please sir? it may take a couple tries until he gets it
OK when you are ready let's start the group chat
oh my bad.. you can go ahead and do it. I should have clarified earlier that's what I meant
Hey Mike I am headed out for my late lunch.
Mike is saying that he is unable to publish the form from Draft mode to the proper folder so I can finish setting it up. I told him we can look at it Monday. However if you have a suggestion could you relay it to him?
I'm trying to get all my stuff wrapped up before eod
well amazon just delivered the rest of the stuff for my computer, so I'm calling it a day (and week!).. Thank you for everything this week.. you really pulled off some amazing stuff man! Have a wonderful, sports and alcohol induced weekend 😄
You know I will. Enjoy your weekend and build the best PC in Tennessee. As a matter fact, go ahead and make the best PC on the planet. I will talk to you Monday.
Michael has AFFF |TIKTOK|MM|AFFF FORM 1.5 SF ready for an update so I am knocking that out now.
It was a great weekend. Too Great in fact.
But I am ready to get things done this morning
I know I typically consult with you on sending messages, but I want Damon and Cam, for the fact of the matter, to know that if I am still testing...
...these statuses are going to be in place. Train your staff to recognize that "RETRIGGERED" is used during testing.
...OK, I want to run one last internal test before I send a test lead to the client.
Question Mike, I am looking for the API documentation to get the intake and upload urls
Firefighting Foam - BG - Miller Goldenfarb - Shield Legal
...I am about to send a test lead. Should I send an email to Jennifer before I begin this process?
it would probably look best if you shot them a quick email just letting them know we're preparing to send them some test leads soon
Nope. I’ll shoot them an email and then we’re ready to go!!!
Sent the two test leads off and reset the lead statuses
They ran successfully but I am waitin to hear from Jennifer or someone on her team.
very nice. you replied to the wrong email thread though, so it didn't go to the ticket lol
It's going to take a few attempts to get the process down.
did you see david's response? it came in a few minutes ago. I think he is saying that the field map we gave them like a week ago is ok.. better now than never I suppose lol
Nope..., It must be embedded in the chain.
I'll knock out the Ozempic Form Integrations
Not sure if you assigned them to Brian and Myself.
I just assigned it to you bc it's in the help desk. I can move it to monday if you'd prefer
I'm going to be wrapping up shortly. is there anything I can do to help you out before I do?
Getting the Campaign ID and Key info from the leads application;aside from that, I am good.
thank you for everything today. I'll be around for a bit longer getting my computer setup so if you need me ping me. otherwise have a wonderful evening!
Good morning Mike. Our heat went out last night and someone’s coming to fix our heater this morning. I will work the morning at home and come in either after they finish or my wife gets back from her service calls for her job.
good morning! thank you for the heads up. I'm sorry to hear about your heat. you can just wfh today if you think that'll be most productive for you
OK. I will let you know as the day goes on.
I know Cam is here and I would prefer to go in at some point
I know this is a short form Form Integration, but I am not sure what field best represents the Zapier Question (Mappin Field). What is your opinion?
hmm.. I'm wondering if wires got crossed somewhere bc that's a lot of fields for it to be a short form
NOTE: I did a search on the Vertical-Fields Channel for Ozempic and this is all that came up.
cam also mentioned mapping to new fields for ozempic and another vertical. I'm trying to find the message
I added the fields with the intention of only mapping fields that existed
do you see a field for "userecalledcpapdevice" or "useozempic"
So I closed my two tickets..., should we have received an email that the tickets were closed?
the requester should get an email, but the agents don't. I'm not sure if there's a setting for that or not
OK Mike I have an interesting troubleshoot opportunity...
I can not find the PA Flow for lead IDs: 398059 or 220729
Brianna stated that Intuit said both these errors occurred. I see them in Law Ruler, but I do not see an automated run for either lead.
start by pulling them up in LR, then go to "activity" (I think that's what it's called), and scroll through the history and see if there's an entry for if/when the automation was triggered
I think I found an issue, and this doesn't look good.
I ran to the restroom right quick I’ll check
I bet it never got changed bc we're seeing leads posting in our qa channel
the pa flow is checking the devtest inbox.. I checked the history in LR and it says that our automation was triggered, but I searched the devtest inbox and there's not an email for either of those leads. honestly not sure what's happening, unless LR is having an issue with their email queue (which wouldn't surprise me)
I'll report the findings in the integration channel so you can get back to work
OK. Great job by the way. I will let Briana know. Maybe we need to re-trigger the lead.
I'm just jumping from fire to fire trying to put them out lol
I just saw your reply on bg afff. thank you for following up, but you did it out-of-band again so it didn't go to the ticket lol
Shall I change the emails from devtest to data or keep them as is?
OK. I have to hard code that note on my desktop
absolutely no clue what happened on those 2 leads, but they posted fine after re-triggered
you can swap the email from devtest to data now if you'd like. we just need to keep an eye on it to make sure it doesn't break
whenever you have the time to do that let me know please. I need to go through the devtest inbox and delete everything. we have a ton of patients' data just sitting in that inbox
yep. don't forget to change it in the lr automation too please 🙂
now let's remember to check on it throughout the day to make sure we're still seeing posts in our log channel
Yo did you change the connection on the email trigger on the Intuit pa flow? I haven't seen any leads come through in like an hour
Can you update that I stepped out for lunch
Yep I can do it from my tablet I believe. I'll let you know
I think I got it. I'll check the logs when I get back
Well my screen shot doesn't want to paste
...but the log is showing leads are being successfully processed.
yes, they are now bc I updated the connection in pa.. but we need to figure out how many leads came in from the time it broke until we fixed it
Well…, I can look at that timeframe and determine the window…,
…then we SHOULD be able to go in the law ruler and look at the logs for that window?
Then I should be able to go through each lead and retrigger it, correct?
might be easiest to figure out the time window by inspecting the log spreadsheet, finding the gap between the last successful lead before it broke, and then then the first one that came in after it was fixed
please don't retrigger the leads or do anything until you and I can go over everything in the morning. once we're ready we'll need to loop damon in first
OK I’ll find them and make a spread sheet for us to look over
I'm getting ready to call it a day. anything I can do to help?
No. We or should I say I am going to focus on getting this list together and once I do that, I’ll do a check of everything else and probably takeoff as well.
Thanks again and thanks for having my back when I miss something.
thank you for all your hard work today. have a wonderful evening!
I'm sure gonna try. I pre-ordered planet earth 3 back in december and totally forgot about it.. it came out today and amazon just delivered it!
brianna has a list of the leads from the buyer that she's going to get and give to us
it was 2 threads up from your message in the integrations channel. we're supposed to be touching base first thing in the morning. can we please get into the habit of doing that?
I can..., I apologize for instantly responding.
all good. let's just please touch base first thing every morning
I found the range of Lead IDs last night and I was excited to let the world know I guess.
I greatly appreciate your work on that.. whenever it was ready I was going to have you post about it in the integrations channel, but brianna got to me first this morning saying she had the list
out of curiosity, does your list match the one brianna gave?
Yep..., it looks like the first ID on her list not on mine but the rest are
It was e-signed at 11:31 so it occurred right when I changed the email addresses
right on. would you mind getting those reposted first thing this morning please sir
I will do. I will use the RETRIGGERED status
I'm going to let brianna know we're about to start reposts
...and I am seeing these leads successfully post in the Slack Channel.
very nice. they should all post successfully assuming the intake is correct
Shall we let her know that these 13 leads have posted successfully.
yessir.. you did the work, so if you'd like to announce it you can! if not just lmk and I will
Is it OK to use the Help Desk Ticket for Goldenfarb to ask if they have seen the test leads I submitted to them?
yep. if you're going to do it through the hd then be sure to hit the "reply" button, and not add a note or anything... or you can find the correct email thread and reply to it
the email is "Re: [#147] Bailey Glasser - AFFF- Craig Goldenfarb"
if you do go the email route (now and in the future), make sure the email has "integrations@shield-legal" as a recipient.
...OK but I wanted to try using the reply in the Helpdesk Ticket.
I just saw that david replied a little while ago.. did you see that?
> ...I saw your tests and will be going over them with our mass tort team shortly, however, I noticed something right away on question line 24 from your spreadsheet...
ahh shit I think I figured out how/why you were replying to the wrong email.. I'm looking at the correct email thread and for some reason you aren't cc'd on it?!
wtf you aren't even listed as a recipient on the ticket... I hate this fucking help desk
I was going to say I have to search for the ticket in order to see it.
can you at least view the ticket and david's last response in the hd?
I did. That's why I mentioned taking a look at question 24.
ahh ok good. I wasn't sure bc I mentioned the "line 24" stuff above
I don't think it's a huge issue.. it's because you were faster setting up the integration than they were getting the fields to us
I'm going to try something.. I'm going to reply to david from the help desk, and see if I can add you as a cc that way
search your inbox for "#147" w/o quotes (it's the ticket number)
Who knows..., but I see both an email and the update in the HD app
I also feel a lot better knowing you didn't actually do anything incorrectly.. you were just replying to the only email you had about that integration
I see that there is another Form Integration for AFFF |TIKTOK|MM|AFFF FORM 1.5 SFQ...
yo.. not at all urgent, but when you have a sec would you try to start a huddle please? I think/hope I got my audio issues sorted out lol
Ok. It appears we are moving AGAIN, and that's what everybody's working on.
jesus you guys are playing musical desks like once a week it seems lol
Absolutely. So I am going to move my stuff and can we huddle afterwards?
no worries bud. do what you gotta do. I was just wanting to test if my audio was working
hey.. you know I hate for us to have calls/meetings early in the morning, but if I schedule a call with michael about his zapier stuff around 11:15 or 11:30 would you mind hopping on? nbd if not.. just figured there may be a learning opportunity for us both
should be laid back and informal, not like a meeting with clients or anything
That's fine. I get my coffee then hop on a call..., I could do worse!!!
awesome! thank you! now, let me see if he's available at those times.. fkn hate trying to schedule stuff lol
I mean 11:15 or 11:30 MY time... 9:15 - 9:30 your time 🤦♂️:skintone2:
Yes you have but I haven't heard it in Mandarin....
pizza's about to be here, so I'm getting ready to wrap up. can I do anything for you?
No we are good. We are waiting to hear from David Romero.
good deal. thank you for everything today. have a wonderful evening
omg I'm sooo done with this fucking help desk. nothing works.. automations aren't doing shit, all my forms broke, it's a real shit show
we had new form requests come in, which an automation is suppose to move it and assign it to you, but it didn't do shit
...yeah I meant to say that the automated help desk emails have been hit or miss. Sometimes I have them in my inbox and other times I am shocked to hear that we have a new task set up.
it's a mess man.. especially given how much it costs
omg this fucking help desk... you weren't cc'd on the message that david replied to
LOL well now I HAVE to know what you're talking about 🤣
I didn't et an email. I posted that comment in Integrations
yea, it didn't cc you when david replied so you didn't get the email
So we can begin the closing steps to the API Integration process.
I'm going to change the agent from me to you.. maybe that will force you to get the updates
did we discuss the dropdown values david mentioned yesterday?
We began, but I think those drop down values were listed. Let me confirm that.
I think (but could def be wrong) that those values were from a different case type since we copied the fields and stuff from one of their older integrations
meaning that as long as we're using the correct field in LR it should fix it
definitely verify that though because I'm just making a semi-educated guess lol
Will have confirmation in T-Minue 2 minutes.
are you going to run another test, or just yeet a lead to the client?
I can run another test. I was looking at the Form (Setting) to see all the diagnoses available.
...and this is when you need a 5-15 minute break
oh speaking of breaks.. I need to head out a little early this afternoon so I can get gas and run a couple errands
No problem. I have a few tasks to work on before I head out for lunch.
between 1-2 depending on when my friend et a break at their convention
So the diagnosis options needs to add three options:
--> Colorectal Cancer --> Endometrial Cancer --> Thyroid Disease
for Firefighting Foam - BG - Miller Goldenfarb - Shield Legal
Sometimes I act like you are seeing what I am working on...
Those three of the diagnosis David provided us currently are not on the LR intake campaign.
...I went to ask Brianna if they could be added and of course Damon wants to see the request because we need to get authorization from Cam to add these options.
we may not have those fields on the intake intentionally, which is fine as long as all the ones we do have are in line with david's request. just to be safe, ping damon or someone in the intakes channel, and just ask if they want to add those fields.
it's fine if we don't have those options, as long as the ones we do have are correct
so fuck playing games.. just send the client what we have
that was not directed at you, I hope you know that lol
let them play games if they want.. we have work to do
I surely was getting ready to copy and paste what we have...
I also appreciate you reaching out to brianna first to get a solution before bringing it to me
No I am good. I am posting David's comments in integration for Damon to see
Well I never heard back, so I will head out in 10-15 minutes.
sounds good. thanks for holding down the fort while I was gone
heading out shortly.. how'd your day go, and is there anything I can help you with?
Going quite well. About to finish up the Juvy Form Integrations and I will get an update on the LR Campaign Form update.
I am good man. Thanks for the help and advice today.
Good morning!!! So, the internet is down here.
I can send out the Automated Process report, but aside from that…
sounds like you've got a pretty easy morning then lol
haha I can only imagine.. I know how it is when the internet is working.
Yes. Although our entire internet infrastructure is down
do you by any chance know what isp the company uses there? (I don't expect you to know the answer lol)
when you're able to get back online will you let me know what your ip address is please -- https://ip.test-domain.io/
There was an error that occurred last night after we left for the day. So as soon as the Internet comes up, that’ll be the first thing that I’ll be looking into.
… But I was able to close out all of the form migrations that you assigned yesterday.
well I have a call in 2 minutes.. I wonder if meet is going to work
OK I came home because the internet was still down.
I hope there is no issue with me asking about the LR update for Goldenfarb
I saw that they hadn't mentioned anything and I am reay to close this.
as long as the values we currently have are acceptable to the buyer (which we established they are) then we can proceed, and if they add those other values to the intake the automation will automatically pick them up
well, it will automatically pick them up if they use the same field.. worst case they'll have to make a new field and we'll have to change 1 line in our LR emails
There are three categories that we have that are not on Goldenfarb's list.
hmm.. ok. couple of options:
- just ignore it for now and see if the client complains (we may have very few or no leads that use those categories)
- add a condition to your pa flow that checks the values and only post if it's not one of those three
I am going to say let's go with 1 and here's why...
What would we default to if one of the three were chosen?
Hypothyroidism Hyperthyroidism Graves’ Disease Hashimoto’s Disease Hypo and Hyper - Threw me off
I don't think there are any conditions that are close to those.. so just make the pa flow stop/skip the post if it's one of those 4
Nope. In fact..., I am ready to test the exclusion process.
BANG BANG!!! The test for a good and bad diagnosis succeeded.
if you've thoroughly tested and are confident with everything then go for it!
...and as soon as I say that. THere is one last thing.
The Slack Channel post for a successful run.
Right. I have to make a point to remember to make that check.
we need to make a high level checklist of things.. like a "getting started" check list and then a "pre-flight" list of things to check before going live
I have a checklist that kinda follows that process.
Can you confirm or deny that the FINALLY step should run even if the Catch doesn't.
yep, it does. it's set to run after success, failed, skipped, or time out which are all the possible outcomes
Just what I thought. However, if you look at the successful uns..., the finally step does not run.
actually, it is running.. there's just a "terminate" before it gets to the insert row step
also the slack messages are going to @robert, so these flows are pretty old. we should def change those
ahh ok.. I was going to say you could just move the insert row after the condition and set it to run after every outcome
Basically dragged the insert row up into the criteria before the terminate step
weeelll.. I believe there is a minor issue with how you did it
it's only going to log the successful leads to the spreadsheet
Yeah I did that on purpose. I knew your handle was @Mike
I have updated the PA Full and productionalized the PA flow. This is done. I will update the HD Ticket and close this out.
Yes. I will Reply in the Help Desk Ticket then hit the close button.
OK Mike..., Goldenfarb is closed. I am requesting to call it a day. The kids are hre and my grandson is coming this evening.
absolutely! I'm about to call it a day myself. thank you for everything this week.. you really killed it man! have a wonderful weekend
oh hey.. we'll get your performance review done early next week. sorry I've been so covered up and wasn't able to do it this week
Good morning Mike. My daughter and grandson are flying out this afternoon and I'd like to work from home so I can spend the last minute with them.
Thank you man. It was an incredible weekend.
Digging in the emails I see the two leads they are looking for and they are in neither the success or error logs.
I believe if we retriger them leads they SHOULD post...
Yes. But let me double-check the PA Flow Logs before I discuss resubmitting
See if there was an error that didn't lo
Check the activity history in LR and see if it shows the automation being fired or not
It appears that the automation kicked off.
is this regarding the email "RE: More Info Needed: AFFF clients not received by Bell Legal Group"?
just want to make sure I'm not getting my wires crossed
Yes. I dug into that email and found the two leads that did not post.
and these are the ones we're looking for?
- James C. Thompson:
- Anthony Johnson:
is there a google account for data@shield-legal.com
OK it sent and verification code to Quint Underwood.
I had the verification sent via email to An email with a verification code was just sent to m•••@the••••••••.••••••
I'm cautiously thinking we didn't have the integration done at that time
That was completed about a month and a half ago.
I think it was the first Integration I did from start to finish
is your pa flow and everything live for this one? I already have the leads pulled up in LR, so I can retrigger them if everything is in pleace
oh wait, I bet that automation in LR doesn't have the "retriggered" event
All my integrations have it so I can specifically audit leads that needed to be reprocessed.
I know that new ones do, I just wasn't sure about this one. ok I'm going to retrigger those two
uhh.. is this the correct pa flow: https://make.powerautomate.com/environments/6be2f6fe-91c2-e144-88ab-6b8511a32315/flows/8fdad609-c8e5-44f8-9720-675099fb517d/details
I'm going to change the connection on the email trigger
Flow: PROD - Firefighting Foam - Nations Bell - Van - Shield Legal Status: :gc: Success Lead: 231388 - Anthony Johnson
SO if the connection was the issue. Did ANY of these leads post?
no, it had never ran until a couple minutes ago... it's possible that they aren't sending live traffic to that offer anymore (which could explain why they are trying to reconcile those leads)
So I am going to need coffee after that..., I'll BRB.
holler at me when you get back because I think we might have a bigger issue lol
I was going to send this message to the integrations channel
Yes, I would literally say 99 out of 100 of the Hilliard errors actually shows that the process succeeded on our end and when they got the data for whatever reason it would not post on their server. It’s almost automatic that when you retrigger the job it all of a sudden post on their side.
Do you know Greg Owen? I'm not sure if he's in the office with you or not
oh yea, for sure.. I was asking bc I'm pretty sure he's about to come over to our team
I wanted to make sure you liked him, and would be able to work with him before I agreed to anything
sooo... have you seen the intake/fields for babin human trafficking yet?
Nope. …and I know our connections are correct.
na, I was looking at the task for babin in monday but there wasn't a field map or anything like there usually is. I messaged damon about it and they gave us the link to it
I don't believe we've ever had an integration with anywhere near this many fields
we def want to work with the client and try to get the list of the fields they want. I really hope it's not every one of those lol
No problem. I’m headed to the airport to drop my daughter and grandson off now and when I get back I will begin to gather information.
sounds good. ping me when you get back please so we can discuss the integration
I apologize. I walked them to their gate after she nursed Astro
I will search my email and API Docs for info on Babin and to determine who we need to contact.
you should have got an email, but with this fkn help desk who knows
there were also a couple form requests that came in (and of course the help desk automation didn't trigger)
I'll get caught up to be ready first thing tomorrw.
as always, thank you for everything today! we made progress, and that's what matters!
Good Morning. We are back in the office and doing well.
Just a heads up, Damon is probably going to corner you and ask about the Bell AFFF integration
I saw the Integration message this morning
Is there another issue aside from the creation date of the PA Flow?
remember yesterday when we were looking at that flow and I said it had never ran, and it could be bc they aren't send traffic?
yea, well apparently they are/were running traffic to it lol... we've missed like 200-400 leads
Damon said they already backfilled them twice, but they never told us about it
Did they create these leads before a PA Flow was created?was
I don't believe so.. I think the data connection in PA wasn't set right so the flow never ran
I believe Damon just said they re-re-posted them just now
OK I will monitor the leads processing to and if there is an issue, I will troubleshoot them.
Ok. I'm watching the PA history, and they are flowing in and posting nicely. looks like they are maybe half way done
Question..., Do we have a media buyer with the initials of MB
Trying to determine the Media Buyer for PL-FacebookMB-CPAPFORM_1Question
Excellent catch. Let me check into it and get back to you
Would you mind pinging him and let him know his S1 and form name are both missing his initials please sir
thank you very much. we can add it to the form name ourselves, but the s1 value has to match exactly what they are using in their ads
So today I learned that if I do not find an exact match for a field in the #vertical_fields channel, to go check #pixels...
Is this a correct theory?
Honestly, there's no telling lol. I don't think he should have posted that in the pixels channel. I only remembered because I added it to my "save for later" list
You going to join me on the call with Parsa here in a few? If you're busy don't worry about it.. we're just trying to get his zapier stuff going
I think (hope) my audio is going to be better today 🤞:skintone2:
Shellie asked if I wanted to do a formal or informal performance review.. I told her informal because you and I are constantly monitoring and improving each others performance in real time. we're the type of person who wants to know about an issue asap so we can fix it.. not wait for 6 months and a performance review
so basically, all I'm doing is trying to get the numbers right. you already know how your performance is bc I would have already said something 🙂
I can't make any promises because I don't sign the checks, but know that I am fighting for you as hard as I can. I want you to be taken care of.
I know Mike!!! You've run through several brick walls for me.
...even when there was an unlocked door on that wall.
shit.. got some bad news. not the end of the world kinda bad, but still sucky...
Shellie is out of the office for a family emergency, and won't be back until next week 😞
No worries. When I get back from Hawaii I’ll have a surprise waiting
do you have that on your calendar? I'm not seeing it
I'm not sure what the official procedure is for requesting time off 😬
of course you're a step ahead of me. fkn love that man!
just in case they ask or say anything, you've already talked to me about it and I 100% approve
I'm about to call it a day.. anything I can do for you before I go?
Nope…, well if I may ask, should I request time for Maxi and me to perform the Zap concurrently?
I'm sure he's got a ton of stuff going on like we all do.. if you haven't heard back from him by the morning then just follow up with him please sir
I think I will head out at 4. The rain has the highways at a stand still
sounds good. thank you for everything today! I hope you have a great evening
you should have just received a meeting invite for a call with Greg this afternoon
I want us to do a sort of intro call, discuss our current processes, and where/how to best utilize him
whenever you make your announcement in #C05GHTD7M24 you can go ahead and mention the one that just happened a little while ago. pretty sure it just needs to be reposted on our end.
Oh yeah... 🥺. Got caught up on a Form Integration
Do you know anyone named Jake? I don't have a last name or email
hmm.. he must be external then. I can't find an inbox, slack account, or anything for him. cam just started a text chain with him, parsa, jake, and myself
ohhh wait I think he's a TT dev. that's why I can't find anything on our end
Running a little late.. trying to get back in time for our call but if not I'll be a couple min late
I made it back, then managed to spill a fkn energy on my tablet, phone, and ear buds 🤦♂️:skintone2:
Gather yourself, and when you are ready. We're here.
lol I'm good.. sometimes you just gotta laugh at life man
that's also why I have backups for pretty much all my important tech 🤣
it just doesn't do literally almost anything that it's supposed to. the basic ass automations don't even work.
btw, don't ever hesitate to tell someone that we got their request/ticket and will get to it when we can. you don't have to be a dick about it of course, but don't let anyone try to rush you to get their request done (unless it really is an emergency)
assuming they opened a ticket.. if not then just play dumb.. "I don't see a ticket for your request. what time did you submit it?"
...I found it interesting that there was a wait to get things right, but these new request were moments after finally closing the other FIs.
Form Integrations are complete. Tomorrow morning, I would like to reach out to Jennifer from Babin Law to get info on the mapping fields on their end.
awesome. thank you! and thank you for everything today. let's touch base tomorrow morning to go over Babin then you can
I hope you have a wonderful evening. pizza is about to be here so I'm headed out
hope you had a great evening. what happened to us touching base first thing in the morning?
I planned on it but I came into the office to our desk being modified.
SO I posted the update and waiting for these guys to move.
that's understandable. going forward, let's please touch base first thing every morning. even if that means the error report is delayed a little while.
is there any eta on when they're going to be done with whatever they're doing to the office now lol?
...no idea, but it looks like I won't have to move for at least an hour.
I wish they'd give y'all a heads up before they do that.. you could have just wfh today
lol yea but we don't have any time for fun right now 😞
oh, speaking of.. I was checking calendars this morning and saw "SL/BLX TT" on your and a couple other calendars. if I can be nosy, what is that?
"TT" usually refers to tiktok, so I was just curious why you guys were having meetings about tiktok lol
Oh..., I didn't realize that was the subject!!! We are meeting at Winchell's for Whiskey.
man... that's awesome! is that a regular thing or what?
and if you want you can leave the subject as it is... it sounds like y'all are having a work meeting haha
I think that's what they were going for.
lol right on. well now I can play along since I know the story if anything is asked 😄
also, drinks are on me tonight! whenever y'all pay the bill let me know how much it was and I'll cashapp you
I told Greg our team does things a little differently.. this is one of things
So if you'd like to Huddle we can get this day started on the RIGHT foot
Hi Jennifer,
I am reaching out to you to gather information on what fields we need to map our responses to the intake questions for the Human Trafficking campaign. I will need this information to properly set up the automation process to send Babin potential leads.
If you can provide this information it will be GREATLY APPRECIATED!!!
Dwight M. Thomas, M.S. Systems Integration Specialist
I'm looking for it. sorry being pulled in all directions
I found the doc that Ryan shared, but it's outdated and very much too ambitious
I think that's also geared more towards the intake side of things
I can tell you we need this much, but I'm probably forgetting something...
• What CRM they use • A technical contact for someone who works for the CRM they use (in case we need technical assistance, this drastically cuts down on time) • Their CRM/API documentation and any credentials we'll need • Their API endpoints for intake submission and doc uploads (which ideally should be in the api docs) Once we have the docs and can survey their API we can then ask for their fields and any other data we need
Ryan's doc also says to ask for the parameter/field mapping and a sample payload (eg: XML, JSON, form data, etc) on the first step
Let me read the document so I can I have a better understanding
ok, but keep in mind like I said, it's more about the intakes than integrations.. so don't get hung up on anything. if it doesn't make sense or you aren't sure about it then just ask me
Here is the updated help desk entry:
Hi Jennifer,
I am reaching out to you to gather information on what fields we need to map our responses to the intake questions for the Human Trafficking campaign. Here is some of the information we are seeking:
• What CRM they use • A technical contact for someone who works for the CRM they use (in case we need technical assistance, this drastically cuts down on time) • Their CRM/API documentation and any credentials we'll need • Their API endpoints for intake submission and doc uploads (which ideally should be in the api docs) • I will need this information to properly set up the automation process to send Babin potential leads.
If you can provide this information it will be GREATLY APPRECIATED!!!
that's a lot better.. please add a little paragraph to introduce yourself as their "dedicated integrations specialist" (make them feel special), and please change "Their" to "your" (it's addressed to the client)
FINAL DRAFT:
Hi Jennifer,
First, let me introduce myself. I am your dedicated integration specialist, Dwight Thomas. I am reaching out to you to gather information on what fields we need to map our responses to the intake questions for the Human Trafficking campaign. Here is some of the information we are seeking:
• What CRM do you currently use • A technical contact for someone who works for the CRM used (in case we need technical assistance, this drastically cuts down on time) • Your CRM/API documentation and any credentials we'll need • Your API endpoints for intake submission and doc uploads (which ideally should be in the API docs) I will need this information to properly set up the automation process to send Babin potential leads.
If you can provide this information it will be GREATLY APPRECIATED!!!
Dwight M. Thomas, M.S.
oh lol remove "(which ideally should be in the API docs)" ... then send it!
You know I thought I about that but it is true.
yea, I know.. it just sounds a little condescending I think lol
• Your API endpoints for intake submission and doc uploads (which may be included in your API docs)
I have a follow up doctor's appointment today, which I will head to at lunch.
looks like your update properly applied to the ticket and email 👍:skintone2:
there you go tempting fate again.. have I taught you nothing?!? 🤣
5 minute response time from the client too! I hope that bodes well for this integration
I haven't told anyone this yet, but my brother took his life late last night. I'm fucking numb inside man.
I'm trying to work through it, but I don't know how much help I'm going to be today
OH NO!!! I am so so sorry to hear that man.
...and of course we had an error las night,
Flow: PROD - Intuit Privacy Violations - Hillard - Shield Legal (Smart Advocate) - 2 Status: 🔥 An error occurred while trying to post lead to buyer Lead: Gregory Wiley (gregory.wiley81@gmail.com)
thanks bud. and thanks again for the call. that meant the world to me man
Absolutely. While I love communicating through Slack. I can't hear you and you can't hear me. Today is a day when I needed to hear you.
It really helped man.. you have no idea. I haven't been able to bring myself to tell anyone else. so it was nice to get it off my chest. I can't begin to show or tell you how appreciate you are man. that was legit friend to friend and I could tell. thank you again so much man
I know you do man. I hope you know I always got you too
Question for you on the Help Desk Ticket 201...
From what I see..., Lead ID id passed through the automated email...
...We just need to add that field to the payload correct?
yep, we should already have the data, just need to add the field "Lead ID" to the payload and you should be set
OK I will knock that out today. I am reading the API Info for Babin and its got researching old Smart Advocate Flows...
we need to get that field added relatively soon, because they've been asking for it for a while now (they just didn't ask us -- go figure).. if you're working on other stuff I can go ahead and get that field added
I actually have it updated. I was going to submit a lead in test mode to confirm that is submitting the data as expected.
of course you're a step ahead of me again.. fkn love that!
Lead ID has been added, tested and productionalized.
We have three leads that have processed successfully.
if all is well with it then you can reply to that ticket and let them know we added it and sent a couple of leads, and ask if they are seeing it on their end
The field "Lead ID" has been added and successfully tested. There have been three new leads that have processed successfully. Can you verify that you have received these leads with their Lead IDs.added to the payload:
413019 414200 413019
How does that sound? Is it too technical?
Upon a response of successfully receiving the data, I will close this ticket.
I'm good brother, just sitting here talking to my son. thanks for checking on me
I think I'm gonna wrap up and go drive around and try to clear my head.
is there anything at all I can do for you? I'll also have my phone on me
No. I found the the logs confirming that the Hillard leads are posting.
Get you some rest man. I am here for you if you need anythin.
thank you for everything man.. not just work. literally everything
I hope as much as it meant to me to be able to make it. Your my brother in arms!!! We battle everyday to make this place better and I couldn't do it without you.
absolutely! and I wouldn't be able to get shit done if it wasn't for you lol
I hope you have a wonderful weekend. if you need anything at all (work related or not) please call me anytime day or night
good morning. I've got to run my youngest to the doctor.. I think he has rsv or covid again. I hope to be back before you get online, but if not that's why. ping me if you need anything at all
Sorry for the lateness, My car wouldn't start and of all things..., I needed to chane the Key Fob battery
haha no worries.. I think we're all having one of those day
now both of my kids are sick of course. the youngest has strep throat
I'll be periodically checking. Just giving you a heads up.
We had two Intuit errors. I am confirming that they are on the client's side.
Is it OK to post this update in Integrations.
absolutely.. but if we need to retrigger from our end please let them know we're going to repost it ourselves.. otherwise you know they are going to ask lol
I can repost the leads if you'd like since you're out of pocket
I just added a new emoji to our slack that will super useful lol: :wtf:
yep.. gonna be one of those days. I just spilled my 3rd drink of the morning 🤦♂️:skintone2:
I hope they weren't any drink over 40 proof.
haha not quite this early, but how the days going so far that could easily change
I do have a question for you..., Do you have a block of time available to discuss settin up a Postman connection for Babin.
I would like to see how we can use the API info they provided to connect to their server.
I've got messages in like 20 different channels this morning.. some of then have to do with priority changes and stuff. I'm trying to go through everything now and extract the useful info
OK. I am available wenever you have time.
if it needs to be >= 1:30, as of now I have open slots for 1:30, 1:45, and 2:00
how about this? going forward, why don't we agree that, unless told otherwise, all dates and times will be PST
I went ahead and sent out invites to get it on our calendars before someone tries to steal that time block
I pulled up the Babin ticket, and noticed that instead of replying you accidentally used the "summary" field, which is only seen by agents, not the client
Hmm, I hought I made a point to hit Reply for everythin.
lol all good. we won't be using this help desk much longer anyway
Question. for Helpdesk ticket 20, I wanted to send the following reply but wanted your opinion as well as let you know I was seeking confirmation on this task being complete:
Hi Josh,
We have posted several leads since I completed the steps for this task. We have not received any confirmation that Lead ID is now being received in the payload.
Dwight M. Thomas, M.S. Systems Integration Specialist
Hey Josh,
Just wanted to follow up on this. We've sent over several test leads since implementing the lead id last week. Can you please confirm if you're seeing the Lead ID in your CRM now?
• mentioning "following up" is good because it lets people know we are waiting on them
nice! it looks like it added Rahul to the ticket and the email 👍:skintone2:
Good Morning Captain!!! How's you day starting?
good morning! not too bad.. just trying to get a few things knocked out before I start getting flooded lol
I am actually good. Got Coffee, breakfast, water and all our excursion in Hawaii have been confirmed.
should any emergencies come up where we need you (there won't be) then I'll contact you.. otherwise put your phone and slack on silent and live your best life!
you've spoiled me.. I'm going to have to remember how to do all work myself 🤣
...now watch it be the busiest week since I've been here.
SO we have no errors since the last one early yesterday.
I have a question..., are Help Desk Tickets 151 and 214 associated (Are they the same)?
oh, yea.. he replied to the original email so it made a new ticket
I know I need to reply, but what do I even say to that? I can't be like "oh, well our priorities have changed 15 times since we opened your ticket"
..yeah. I didn't realize it had been 3 weeks.
yea, they told us to prioritize ACTS so I went ahead and kicked off the integration, only to be told the next day that our priorities had changed
I am checking the campaign report on the LEADS web app and I don't see a Medical Malpractice Campaign. However, I did see this in the Vertical Fields:
Lead Type: Medical Malpractice
Lead ID: {LeadID} First Name: {firstname} Last Name: {lastname} Phone Home: {phonehome} E-Mail Address: {emailaddress} IP Address: {ipaddress}
Month of Injury: {monthofinjury} Year of Injury: {yearofinjury} In what state did the injury occur: {stateinjuryoccurred} Details of Injury: {comments}
S1: {S1} Referring URL: {ref_url} CD: {mb}
I need to figure out where we're at now in terms of priority. I've got to dig through slack, but I swear I remember being told that Babin was next
I don't want you to change it, but I understand why you asked.
haha I think I'm gonna keep it. might change the icon to something that stands out more though
A stop sin..., It's GOTTA BE A STOP SIGN!!!
the campaign should match (or close to) the case type. the reason being that there could be different co-counsel, litigating firm, and marketing firm.
if you can't find an exact match then ask Brittany or Damon if they know, or can point you towards someone to who does
can you give me a quick rundown on where we are with Babin?
do you see a case type called "Medical Malpractice LSA - ACTS - ACTS - Shield Legal" in LR? according to the monday board that's the name of the LR campaign
ok, if you don't mind reply to them in #C05GHTD7M24 and let them know "the monday board says it's "Medical Malpractice LSA - ACTS - ACTS - Shield Legal" but we don't see that specific case type"
OK @deleted-U06AYDQ4WVA is over here explaining it to me now.
nice.. please lmk what she says. ryan just said it got renamed
Yes. They changed the name of the campaign and no one let us know until just now.
ugh.. ok then we need all the info that has changed so we can update our board. I honestly thought it was a 2-way sync between the boards but apparently not
Well finding out this has happened in my opinion is a win.
Something was off and we found it. We take a win when we can.
That's all fine and well, but critical information isn't disseminating down stream to us
that hilliard lead that refused to repost is bc there are some fields that are out of order
I believe it's on the intake side.. if our mapping was wrong then most or all leads would be getting rejected
So they are occassionally entering the data in the wrong order.
*Thread Reply:* By chance do you have the lead ID for this instance?
*Thread Reply:* sorry, just saw this thread. Idk the id but it's the one from intuit yesterday: Pamela Earl (karatenae@gmail.com)
I guess Damon needs to inform the intake team to pay attention to what they are doing.
meh.. human error is going to happen from time to time. it's ok to make a mistake, it's not ok to repeat that mistake
The will repeat it if they are not aware that they are doing this.
but I also want brianna or someone to confirm that it is indeed the intake lol
well, whenever possible we start by holding hands and demonstrating what needs to be done... then we gently push them in the right direction, and THEN we start being a dick about it
Hello Mike..., I want to reach out to Richard Franklin from ACTS to et information on Mapped Fields.
...e would be the point of contact correct?
but when you do, just reply to the original ticket in the hd
we already have a lot of their info. I'm just looking over things to make sure we don't ask for something we already have
actually, on second thought, please don't. this is my clusterfuck and I at least owe richard a reply. I'm writing one now
we also need to make a cleaned up version of the intake/field map spreadsheet for them. I'm going to reply and tell them you're going to follow up with them first thing in the morning to start gathering requirements
No problem. I was mapping out the steps I need to attack for Babin.
pretty sure they are in my timezone so they're gone for the day anyway
what time are you planning on heading out today? I wanted to jump on a quick huddle with you at the end of your day
Sorry I thought I hit return. 5:00 my time
ahh ok.. well whenever you get to a good stopping point holler at me please
Let's do it now because the office is only getting louder
field map spreadsheet is ready. I updated the link above
No errors last night..., btw did you want me to go through some of the other errors for Hilliard to see if there are similar user errors?
na, it's not worth it but thank you. it's like 1 out of every 100 leads that fail on our end, and we fix and repost them within a day usually
I added a couple of my canned responses to the help desk. there's one for a "existing client + new integration (Smart Advocate)" if you'd to take a look. You're welcome to send the canned response (just fill in the names and stuff), or you can use it to craft your own message.
in order to get to them, start a new reply, and at the bottom there's a "canned responses" icon
that will open a new pane on the side.. select "integrations" from the drop down and you should see it
oh wait something else I see.. Richard's last message only went to the integrations email address
when you hit the reply button please make sure it shows everyone cc'd, and not just richard
I will do..., I thought reply all was the default setting.
it is, but if you look at the last message, the one richard sent, he only replied to integrations@shield instead of replying to all.. just want to be sure everyone is getting the emails
OK. So I will definitely keep an eye out for that.
thank you sir. if you're unsure about anything or need some assistance just let me know
holy shit.. mitch mcconnell is stepping down as senate republican leader!!! my day just got better lol
don't forget to attach/include the link to the spreadsheet to your email 🙂
not trying to rush you, but how are you looking? it's already lunch time for the client, and I told them we'd reach out first thing in the morning
I am good. Going to shoot you the reply I am going to send Richard in one moment.
Unfortuately I had to fix the coffee machine.
Babin utilizes Smart Advocate; ACTS - SIL does not..., correct?
I think babin does but not sure. I know ACTS does, hence the mention of the UDFs and stuff
Hi Richard,
It's a pleasure to meet you! My name is Dwight, and I will be your dedicated Integration Specialist for your API integration "Medical Malpractice LSA - ACTS - ACTS".
We should already have most of the information we need from your previous integrations, with the exception of your API fields. Since you are using Smart Advocate, we'll need a list of your UDFs (User Defined Fields), so we can map them to our intake questions.
Attached to this email is the API workbook for this integration. Included inside is a spreadsheet with a sheet named "Mapped Fields".
At your earliest convenience, please take a look and add your UDFs for any of the intake data you would like us to send you.
To ensure that we get your integration done as quickly as possible, it's crucial to maintain good contact, and provide us with any requested information in a timely manner.
If you have any questions, or if we can assist you with anything please don't hesitate to reply.
Dwight M. Thomas, M.S. Systems Integration Specialist
ATTACHMENT: Medical Malpractice LSA - ACTS - ACTS
I'd like us to change gears a bit today and work on some stuff to get everything in order for me to handle while you're on vacation
man.. babin is going to be insane lol. definitely not looking forward to doing that one without you
I can tell. That's why I wanted to get the field mapping information done before I headed out. However there are about 100 fields that need to be mapped.
do you have enough done on acts to where you can go ahead and make a couple of test leads?
creating test leads was at the top of my list, so that'll help a lot. I'll likely have to finish up acts while you're gone, but I've worked with them before so that shouldn't be a problem (aside from finding time to do it)
Also I am going to add a step to my automation build to only set the "Status to Trigger Campaign " to "Signed e-Sign RE-TRIGGERED" until the build is successfully built, tested and upon implementation to production, add "Signed e-Sign FINAL"
our test leads should never be signed final.. keep them as "test dispose" (or whatever that trigger is called), and then use re-triggered to trigger the automation
then when we're done testing they need to be set back to the test lead dispose
thank you. that's what damon asked us to start doing the other day
Medical Malpractice leads have been created: Test Lead # 419839 Test Lead # 419857 Test Lead # 419912
nice! thank you very much. if you don't mind, when you're updating monday throw those lead ids in there for me please sir
I'm heading out shortly. anything I can do for you before I go?
I am curious, when do you think I should follow up with Jennifer from Babin about their list of UDFs?
one sec, got a couple things I need to handle right quick
sorry about that.. ok, so normally I would say follow up now, buuut... with that integration being as intense as it is, and given my current workload, I'm hoping we can hold them off long enough for me get everything else done and/or until you get back
I know, that's 100% against protocol and everything I've preached
...and that's why I asked. I just have this feeling we'll get the info we need 72 hours prior to someone stating that we MUST have this finished ASAP.
lol I greatly appreciate you asking. if they wait (another) 72 hours then I'm back burner-ing that shit 🤣
joking, of course.. normally we'd just keep hounding them
I finally managed to get a couple of the help desk automations to work!
pizza is about to be here.. I'm getting ready to wrap up. is there anything I can do for you?
No I added updates for Medical Malpractice and Human Trafficing.
I am heading to my barber in a few. Have a great night.
thank you. and thank you for everything today. I hope you have a great evening as well
We had a user account get compromised so we're dealing with the fallout
Absolutely. Packed and got the house together.
...I'll be around. Around a waterfall and Mojitos!!!
Cameron came up to me yesterday to let me know that they haven't forgot about my review.
Made me nervous initially, but after I thought about it, I thought that was pretty cool
that's good. I promise I haven't forgot about it either. I'm just getting slammed with so much shit on a daily basis
I know..., I'm good but it did make me feel valued.
THis job makes me appreciate that feeling again.
looks like I got more of the help desk automations to work. I see that max's form integration request was automatically categorized and assigned, and we even got a slack message!
I saw that and even used the link (in Slack) to access the Helpdesk.
gonna be heading out shortly. anything I can do for you or help you with before I do?
Finished up the Form Integrations..., Created Leads for Malpractice..., I am going to create leads for Babin; might as well get a jump on that. Aside from that is there anything else you'd prioritize?
man you're a rockstar! I believe that about sums it up, but I'll think over it while I'm gone.
Hello Mike. I am back at the office but helping one of the attorneys jump there car.
I think I've about got the help desk back in working order. I've been trying to get it ready to handle 99% of the shit I get hit with on a daily basis
there's no way I can do all the outstanding tasks AND field questions all day
Yeah it has to drive you nuts when you feel like you have something resolved..., a new caveat is discovered.
not just that, but I get at least 5-10 slack messages or emails every day asking for password resets, new email accounts, and all kinds of shit
I think I figured out the main problem with the help desk, and why our custom forms weren't showing up
would you mind doing me a favor before you leave today please? will you please reply to Richard on the acts med mal ticket, and just say something like you wanted to reach out and let them know that you're going to be on vacation, but their integration will still be worked on, and is at the top of our priority list. maybe even throw in a "is there anything we can assist you with" lol
you can do it eod, no rush. I just want us to maintain optics
Absolutely will. I was going to ask if we hadn't heard anything from them what to do...
and tbf, richard said he would follow back up with us.. but you know how that goes. this is about the time we'd follow up with them, so your email will be well timed
if you need any assistance or anything just let me know
Hi Richard,
Good afternoon/evening. I just wanted to reach out and let them know that I will be going on vacation for the next week, but the Medical Malpractice LSA -ACTS integration will still be worked on; it's on the top of our priority list for our staff. Before I head out this evening, I wanted to know if there is anything we can assist you with or questions you may have for me?
I created a Test Lead for Babin and Mark did as well. I told him he could use my test lead and I'll use his as well; There's 300 + questins on this integration.
jesus that's insane. I for real for real appreciate that man
OK Man...I am getting ready to call it a day. Is there anything you need of me before I head out?
you're good bud. thank you for all your work getting things done and getting things ready for me. I sincerely hope you have an amazing time! you definitely deserve it
Definitely going to try to!!! Take care and if you need me you can text me directly.
no sir. put your phone on silent, sign out of slack, ignore emails.. fuck work. it'll still be here when you get back
I'm going to log you out everywhere and change your passwords 🤣
Wheels up!!! Thanks for everything Mike!!! You are as awesome as anyone I have ever worked with…
…and I worked with some pretty cool people.
now I don't want to see you on slack until you get back!
Yes I am. Give me a few minutes…, I got back late last night. I’ll get myself together to start the day.
I wasn't expecting you to be back at work until monday
take the day to decompress and get settled back into home life
I appreciate it man. I will get caught up on my emails though.
whenever I schedule a vacation I always schedule an extra day just to get back and decompress before having to jump right back into working
I hope your trip was as amazing as you hoped it would be!
It was even better than I imagined. I really enjoyed Hawaii
She did…, we’re already planning the next trip there.
Yo! good morning! I'm glad you're feeling refreshed
that's awesome man. I'm really glad y'all enjoyed it
I got my oil changed and my summer wheels and tires put on this morning
haha I wish.. your mom's minivan can outrun that thing lol. it's sporty and fun, but it's definitely not the fastest car out there
it's been oddly quiet around work the last few days.. I'm expecting to get a bunch of stuff dropped on us this week lol
I followed up again with acts, but they were in the vegas office last week
Oh..., OK. Look forward to meeting them.
So..., I would like to send out an email to ACTS to let them know that I am back from vacation and ready to knock this integration out.
Good Afternoon Everyone,
I am writing to let everyone know that I am back in the office. Hawaii was just what I needed to recharge my batteries and ingnite my energy to get the automated ACTS campaign completed. I am reviewing the information gathered while I was out of the office and if there is any updates you have, please send them to me at your earliest convenience. Richard, I am available if you have any questions of me,
Thank you again,
Dwight M. Thomas, M.S.
Systems Integration Specialist
I'll send this via reply in the help desk.
Question for you Mike..., I am looking at the emails for Bailey Glasser - AFFF- Craig Goldenfarb vs. the Help Desk ticket and it appears the last email I received is not in sync with the Help Desk. DO we know if the mapping issue has been resolved for Bailey Glasser - AFFF- Craig Goldenfarb?
oh yea, that one should be good. I'll shoot them a quick reply to confirm everything is good, then close the ticket once confirmed
we need more info.. like when did this start happening?
out of curiosity I checked the zap and the campaign id and key are correct according to LP
I will work with Caleb and address issues in the chat but I wanted to share these screenshots with you first
ask caleb when this started, and if he's certain it's that form
I wonder if that is tied to the Internet issues we were having this morning?
possible.. I'm not sure how large the outage was or who all it affected though
I think it may have resolved itself around two hours ago.
super weird, but I still don't think it's on our end
I would say that I think the form was edited, but idk why there's a mix of both records ¯_(ツ)_/¯
From what I see there is only one version of the Zap though
I dug a little deeper into the zap history and from what I can tell it definitely started this morning
I don't think we need to touch anything rn. if it doesn't fix itself after a little while then we can dig deeper
I don't want us going down a rabbit hole chasing a non-existent bug
Was that error that Caleb posted from today?
oh shit I didn't realize what time it was. I've got to run pick up my kid
I'm gonna be a little late getting back. Apparently they dismissed school late today in preparation for a big test
No worries..., I am making notes on what I still need for ACTS as well as revisit the Leads I created for Babin.
Oh yea I remember seeing something on cams calendar this morning about someone else being there too
If it's OK with you, I want to shoot them an email to get an update on this as well.
Yea that's fine. Really not looking forward to that one lol
apparently they're going to be doing late dismissal for the foreseeable future. that means I won't have to leave as early 👍:skintone2:
thankfully I have you so at least something got done 🙂
...I am hoping that we get Babin and ACTS to respond soon.
I thought I saw Richard reply while I was out. could have been something else though
you're about to get an email that I replied to that was from JoAnn
I asked for a list of the leads and apparently they sent them in like 4 separate emails.. I've got to go through and put all the data together
No worries it appears that Raul just sent us something as well
that's because I got on his ass last week about those stupid fucking "failed" errors
his solution was for us to switch over to some new json based api
I was thinking we would test it out on the next integration, but I didn't realize that babins is using smartadvocate
I'm going to be working a little late to make up for this clusterfuck of a day. I'm going to start getting those intuit leads rounded up from the 5 different emails. we really need to get those sent over to them
Did JoAnn provide a list of leads that were missing?
she sent them to Brianna, who sent them to me.. but there are literally 5 emails each with multiple leads
and they aren't like written in the body of the email... they attached the emails to their email so I have to download every single one lol
I wonder if it's just that inbox, or the whole google account.. I'm going to try to swap out the emails on one of the flows
it looks like it's per-inbox. I switched intuit to use the devtest inbox and it worked
not quite resolved... I guess we need to go over the pa flows and lr automations to change them to the devtest account
you want to go through our lr webhooks and change the email? I'll go through the pa flows and update them
all the pa flows are throwing that error, so I was just going to go through and change them all
when you're updating the webhook, keep data@shield in the recipients, and just add devtest please
I got the flows updated. I'm going work on re-posting those missing hilliard leads in the meantime
OK I got created a checklist of all webhook LR campaigns and will update the emails now.
show me your list please. there are likely several that are old and not getting traffic so don't need to be updated
Medical Malpractice - ACTS - SIL - ACTS - Shield Legal (Webhook)
(OLD) Firefighting Foam - Velawcity - Donaldson/ELG Webhook
AFFF - Napoli Shkolnik - AFK - Shield Legal - webhook
CA Juv Hall Abuse - DL - Flatirons - Shield Legal (webhook)
CA Juvenile Hall Abuse - Miller and Associates - Webhook (Mike)
Camp Lejeune - Crump - Bell - Webhook
Camp Lejeune - Driscoll Firm PA Webhook
Chowchilla - Miller - Talabi Webhook
Chowchilla Abuse - Miller - Laba - Shield Legal - Webhook
Chowchilla Abuse - Miller - Mattar - Webhook
Chowchilla Prison Abuse - Miller - Carson/Aaron - Webhook
Chowchilla Prison Abuse - Miller - Carson/Aaron - Webhook (Mike)
Chowchilla Prison Abuse - Miller - Webhook
Firefighting Foam - BG - Miller Goldenfarb - Shield Legal (Webhook)
Firefighting Foam - Crump - ELG - Shield Legal/BLX - Webhook
Firefighting Foam - Isaacs Miller - ELG Webhook
Firefighting Foam - Miller - Carson/Aaron - Webhook
Firefighting Foam - Miller - Talabi Webhook
Firefighting Foam - Miller Mattar - ELG Webhook
Firefighting Foam - Nations Bell - Van - Shield Legal (Webhook)
Firefighting Foam - Velawcity - Donaldson/ELG Webhook
Intuit Privacy Violations - Hilliard - Webhook
Juvenile Hall Detention - Miller - Talabi Webhook
MD Juv Hall Abuse - Bailey Glasser - Levinson - Shield Legal Webhook
MD Juv Hall Abuse - Bailey Glasser - Van Webhook
MD Juv Hall Abuse - May Jung Law Firm - Shield Legal (Webhook)
MD Juvenile Hall Abuse - Bailey Glasser - Rhine - Shield Legal Webhook
Other LSA - ACTS - ACTS - Shield Legal (Webhook)
SBA Loan Intake - Shield Legal - Webhook
Tylenol Autism - Crump/Keller/Postman - Webhook
start with these please. I'll check the others
Medical Malpractice - ACTS - SIL - ACTS - Shield Legal (Webhook)
AFFF - Napoli Shkolnik - AFK - Shield Legal - webhook
CA Juv Hall Abuse - DL - Flatirons - Shield Legal (webhook)
CA Juvenile Hall Abuse - Miller and Associates - Webhook (Mike)
Firefighting Foam - BG - Miller Goldenfarb - Shield Legal (Webhook)
Medical Malpractice - ACTS - SIL - ACTS - Shield Legal (Webhook)
AFFF - Napoli Shkolnik - AFK - Shield Legal - webhook
CA Juv Hall Abuse - DL - Flatirons - Shield Legal (webhook)
CA Juvenile Hall Abuse - Miller and Associates - Webhook (Mike)
Firefighting Foam - BG - Miller Goldenfarb - Shield Legal (Webhook)
Firefighting Foam - Nations Bell - Van - Shield Legal (Webhook)
OK I am curious..., who typed out the mapped field values for that ZAP.
idk I was wondering that too... if it was done last week then it was me 😬
I went ahead and found and reposted those 26 missing intuit leads
I think your brain was starting to get in vacation mode 🤣
...I hear you. I'll take that L bu it has to have been something else.
it happens.. but you know I'm going to give you shit about it
I'm totally fucking with you.. I hope you know that
you'll catch me slipping one of these days and I fully expect you to give me shit about it
It's finding the cause and acknowledging them that triggers learning.
man idk what's going on with zapier lately.. you may not have done anything wrong
but I can't prove that, so I'm still blaming you lol
🤷♂️:skintone5:🤷♂️:skintone5:🤷♂️:skintone5:🤷♂️:skintone5: - What can you do?
I agree! even though most of my day was wasted, we still came through at the end there
thank you everything today. I'm so glad to have you back! have a wonderful evening
We had one error on March 3/11/2024:
Flow: PROD - Intuit Privacy Violations - Hillard - Shield Legal (Smart Advocate) - 2 Status: 🔥 An error occurred while trying to post lead to buyer Lead: Roosevelt Colston jr (armyofcubans23@hotmail.com)
Looks to be another issue on Intuit's side
would you mind trying to repost that lead then send your update to the #C05GHTD7M24 channel
Shall I let the Integrations group know that this is the method in which I will approach errors from this point on?
not sure what you mean.. this is how we've always handled errors that aren't intake-related
intake error = damon and team repost non-intake error = we repost
Caleb made a new zap for that one that was posting the wrong leads. as soon as you get a chance would you mind wiring that up please? I'm not sure if it'll fix the issue, but it's pretty much the only thing we can try at this point
Working on it as we speak!!! We're on the same wave length this morning!!!
Could this be a source of our issues with this ZAP?
Damn meant to post this in the group chat channel
I bet he just cloned the other one and just didn't reconnect his account
I am looking at the Babin response that Andy made and attachment he included...
...I think I need to step out of the office to clear my head and dive back into this doc.
sounds good. I'm sorry, I'm being pulled in a ton of directions today
No worries. I KNOW you are being pulled in all directions.
Yeah..., I need to step away from this desk for a minute. I am going to take a lunch break away out of the office. I will be back.
ok bud.. go get some food and fresh air and get away from the computer for a bit
I'm heading to the school in about 15 minutes, just fyi
EH..., but I am not hungry. So I am getting there
anything I can help you with or do for you before I head out?
I am good for now but I will write down any questions I have.
I'm finishing up the Field Mapping of Medical Malpractice
THANK YOU MIKE!!! I APPRECIATE YOU MORE THAN YOU WILL EVER KNOW!!!
...to feel appreciated is an AMAZING FEELING!!!
I wouldn't run through a wall for you..., I'd Blow that SOB UP and tell you to leave while I waited for the cops to come and I'd tell them I don't know how it happened.
I have a 6 month goal that will require your assistance.
I want to be able to support you with knowledge on building and maintaining them so you can free up some of your time for other things
We're a team and damn it..., you added cement to that foundation.
that would be an interesting challenge, I think you could do it though with some practice. it is coding, but like 99% of it is copy/paste
sorry was on a call with Brian about the zapier stuff
I didn't realize they were going to talk to you today, but I'm happy they did!
I'm sure this goes without saying, but please don't mention this to anyone else.. I'm pretty sure you're the first person to ever get a raise at 6 months 😉
I have mapped the UDFs for Medical Malpractice.
When you get a chance, can you take a look at it to see if you're good with it.
I didn't look up all the custom fields in LR to check, but your map looks great to me
I will cross reference LR once again to make sure the custom fields are in sync.
If they are I think we can push forward with this Integration
I think you probably have enough already to push forward
OK I am finishing up reviewing LR and then I am headed home.
THANK YOU for everything you do. remember, you EARNED that. it wasn't a gift.
I swear I think Caleb made some changes in his FB account that caused the zap to break
we literally have hundreds of forms and fb accounts
Well I know you are right but I hadn't thought about that.
OK. I have verified that all the steps for Medical Malpractice LSA - ACTS - ACTS - Shield Legal have been completed up to the Create Power Automate Flow.
I was literally typing this before you posted...
There were a couple of questions on the intake doc related to if the malpractice took place in California; they are not on the LR forms nor the UDF List sent by Richard.
So I removed them from the Mapped Fields worksheet but the are highlighted in red on the Intake Questions tab.
Do you have an example of a smart advocate flow that field names are questions?
any of the acts flows should be that way, but remember rahul wants us to use sa's new json formatted api
so it should faster and easier.. just make the questions the json keys and our intake field the json values
if you need help with json formatting or anything lmk
That's what I remembered from Rahul's comment. I will set up a payload and shoot it to you to review if you don't mind
oh please don't forget to post the daily report in #C05GHTD7M24
Doh..., I did forget. I came in with tunnel vision on this ACTS deal
lol you're good man.. I love the focus! keep working on it, and I'll post the report
heading out in a few.. anything I can do for you before I go?
I am good. Just creating variables for the 127 questions for this payload.
So I have created a payload script and now I am creating variables for each question...
{
'acts_field_name': 'our value',
'acts_field_name': 'our value',
'acts_field_name': 'our value',
'acts_field_name': 'our value',
'acts_field_name': 'our value',
'acts_field_name': 'our value',
'acts_field_name': 'our value',
'acts_field_name': 'our value'
}
that's why I saying earlier that it should be much easier bc you don't have to add all that extra shit to payload in pa
OK well I will have the new JSON set up by COB today
well, pizza is on the way.. I'm about to start wrapping up. how'd you end up doing today, and is there anything I can help you with?
I am almost finished with my variable names. I will shoot you the new json file in the morning. I am going to finish this up before heading out at 7:00 your time.
very nice! thank you for all your hard work today. you're making great progress on this one
Didn't realize Slack was not open. Sorry about that.
I tell you the combination of daylight savings time, the two hour time zone change..., and probably whiskey has made sleeping this week damn near impossible.
it's close, but you have to either change quote types or escape them, ie: you're wrapping the values in single quotes, so if the value itself has a single quote it'll break.. same with double quotes.. if you wrap the values with double quotes and the value itself has a double quote it's going to break.
eg, notice the single quotes at the start and end, but also the word "didn't" has a single quote: > 'Why didn't the injured party have regular medical check ups?', To fix the above you could either change your wraps to double quotes: > "Why didn't the injured party have regular medical check ups?", OR you can escape the single quote by putting a backslash in front of the quote > 'Why didn\'t the injured party have regular medical check ups?',
I can explain better if you need me to when I get off this call
I think the backslash is the easiest solution. I am on it now.
you can mix and match them as well.. using single quotes and double quotes with and without escaping
so like you wouldn't need to change every single value to double quotes, you could just do the ones where the values contain a single quote
Updated. I was lookin at the PA Flow; about to attack that after lunch.
ahh shit.. I know why, and it's my fault for telling you wrong... the json spec requires double quotes
So the Fields need to be in double-quotes, but sigled quotes still need the /
you also had a couple of duplicate rows that I removed
are you hardcoding those values or using the lr merge tags?
> So the Fields need to be in double-quotes, but single quotes still need the /
both the keys and the values have to be in double quotes. you only have to escape like-kind quotes, meaning if something is wrapped in single quotes you have to escape any single quotes it contains (\') .. if wrapped in double quotes then you have to escape any double quotes (\")
OK..., sorry I got called over by Greg and Mike.
They are showing me some ADP training they have to take that I didn't get an alert on.
ugh.. I hate you being in an open office where people can just grab you like that.
that could have been put in an email instead of derailing you and making you lose your momentum
I've got to head out shortly. did you see my couple of questions above?
Yes. I will address these before I go to lunch
...and my field names are a product of having so many email columns that it would be easier to create variables
you think it'll be easier to create 120 variables in pa?
I am making the adjustment to the JSON file now
have a great lunch! we should both be getting back around the same time
unfortunately you won't be able to validate that bc of the merge tags, but there is one big problem lol... you have your json keys and values reversed. the client's field name should be the key, and the lr merge tag/variable/whatever is the value
Can you look at line 66-69. are the commas in the field name an issue?
Notepad++'s language tool is presenting the field name in a different color. ...but it is just a free text editor
that's syntax highlighting.. I just don't know what it's trying to tell you
What text editor do you use to check json formatting?
as long as it doesn't have any real customer data you can just use https://jsonlint.com/
my main ide is sublime text, but I've been test driving php storm and pulsar
I'm an advocate for free and open source software, but sometimes you really do get what you pay for. If a tool, app, website, etc makes my life easier and more productive then I don't mind paying for it. I consider it an investment in fact.
OK I see the duplicate issue and it's due to ACTS providing a dupe field.
81 and 85, not 84. there was another duplicate row in there as well. I mentioned removing both of them earlier when I first edited the json for you
no worries, I kinda flooded you with messages at the time lol
Well deleting the dupes resolved the issues and the json is valid.
oh hey, while it's on my mind.. before you head out today will you please shoot richard at acts an email just to give them an update and make them feel important lol
I SWEAR I WAS GOING TO SEND AN UPDATE THAT WE WERE FINISHING UP
...sorry for the caps I was just excited that we were on the same wavelength
I'll let him know that we are finishing up the last stage of the automation process with hopes of sending test data no later than COB Monday.
I do believe we are at that step if nothing is wrong with the data.
based on your progress, I really think we're in the homestretch now
OK I am headed home. Tomorrow..., we create the PA Flow.
na, I've got to work late so we'll do movie night this weekend 😕
I'll hold you to that for the kids!!! I'll talk top you in the morning.
lol bet. have a great evening. talk to ya in the morning
The skies are falling here in Vegas today.
It seems kinda quiet all thing considered.
very nice! if I can help with anything lmk. I've got to do a deep dive into the hilliard intuit campaign today.. for some reason they aren't getting a large number of leads
...I'll definitely let you know if I have an issue
My Internet just went down and I can't get my 4g failover to work 🤦♂️
They have been having issues here oddly enough.
I am about to submit my first test lead.
Here's my response for Babin:
Hi Everyone,
I am still waiting on credentialling information for Babin. Once this information is received I can begin the testing process.
Dwight M. Thomas, M.S. Systems Integration Specialist
yea, one sec. I'm on 4g right now so my connection is shit, but at least I'm online (knock on wood)
is that meant for babin or acts? I didn't think you'd made that much progress on babin
I didn't. We've been waiting on Credential Info
nice. please shoot richard an email letting them know you're going to be sending them a couple of test leads shortly.
f/u with babin after you get acts done please. we've given them plenty of time to respond
...can I hold up on that until I do the pipedream runs first?
Just to make sure the data is aligned as expected.
oh yea, of course. I thought you already did internal testing
I planned on running the client test after lunch
sounds good! man I'd love to get that one wrapped today
lol of course we'd get an email about babin right after I told you to ignore them until after acts 🤦♂️:skintone2:
oh shit I forgot rahul replied with the info we need 😬
be careful replying please.. I know he said he removed the client from the email, but it's still going to the ticket in the help desk
"Guys I know we are all busy but we can’t just ghost people and let them wonder what it happening. The email below is from 4 days ago with no response."
OK. I am going to add you to the email list for this test. I have the connection set to devtest@shield-legal.com but the automation is not bein picked up. I want to find this reason myself but if I haven't in 10 minutes I will be picking your brain.
Check your LR automation for the email subject and to make sure it's turned on and that the correct statuses are added
Don't forget to add and use the test/retriggered status in LR
You can also login to the devtest inbox and see if the leads are at least getting emailed
Let me check the emails..., all the other options appear to be correct.
I just noticed in that 2nd image that you have my email spelled wrong
we don't have a shared one, but you should be using one in your personal life too!
https://bitwarden.com/products/personal/
ok, so LR is sending them, PA just isn't picking them up. the most common reason for that is the data connection in PA, or email subjects in the PA flow and LR email don't match
OK Let me get these Test leads COMPLETED then I will get back to testing
I hope they get it fixed fast. you busted your ass all week just to be defeated by a shitty platform 😞
Let me see if my other test leads are triggering the same issue.
if it keeps happening lmk and I'll see if we can get in touch with someone at LR
I'm heading out in about 10.. anything I can do for you before I go?
...no you helped me with the issue with automation. I appreciate the hell out of that!!!
2 of my 3 leads are having the same issue
I think it's an issue with the doc signing app, not lr
OK. Who would we speak to. Should I see if any of the intake specialist are having an issue?
yea, you can ask around. I'm sure it's affecting other people as well
I've got to head out, but please ping me with any updates or if you need anything before I get back
Come to find out..., there should be no documents attached to this campaign
Anthony Solboleski informed me that there were no retainers to sign for this
use "login with google" option, and use your shield email
It works but there are no projects tied to it.
you do use your shield email, but we don't sign in via google like I thought
you really really need to start using a password manager man
I do use googles, but it was stating that the credentials have changed
I highly recommend bitwarden, and they have a free personal account
they have browser extensions, mobile apps, and everything, so you can get to your passwords no matter where you are. plus, you should start using the option for bitwarden to generate random passwords for you
OK Pipedream is showing the payload, but I need to make a change and rerun the process again
I literally only know 1 of my passwords, and it's the password to my bitwarden lol
I'm going to be wrapping up shortly. I've had enough of this week lol. how goes everything on your end?
Sorry. I have been looking at the results from Pipedream.
The payload is being passed successfully, but...
It looks like not all the questions are represented in the intake form on LR
https://pipedream.com/@shield-legal/tort-intake-professionals-p_OKC2j6G/inspect
I think we will have this completed Monday.
oh jeez like 90% of the answers are missing 🤦♂️:skintone2:
...but we will need to follow up on this with Brianna
There are questions on our intake doc that are not in LR
ehh actually it's eod on a friday.. it doesn't matter right now 🤣
ok, if you don't mind please shoot richard an email and tell them we started internal testing today, and that we need to make some minor adjustments to the intake and field map, and we plan on trying to have it finished monday
Done. OK I am out of here. I told Brianna that I'll get her a list of the questions missing Monday morning.
and thank you for kicking ass this week! I hope you have a wonderful weekend
Good Morning..., Let's close some tasks today!!! (...or at least get them in a state of "Waiting on Client Approval")
you have an email from me in your inbox. when you get a chance please look it over and let's discuss
Just saw it..., trying to get it printed out to read; we need credentials for the printer and I have not received them yet, but I will have Latoya print it for me.
OK I got it and read through it. I am good with everything but do have a question of distinction.
Power Automate testing is our internal testing (i.e.,Data sent to Pipedream)
Live Testing is sending data to the client's external server(s).
this is experimental btw.. I was pretty idealistic with my estimations, so they may change in the future
...and the 2 day window for external testing is reliant on the client conforming that they received the data
Actually I like the timeframe and it SEEMS reasonable
Fine reading is REALLY good with "Reading Glasses"
I like it and it define when and where urgency in performing tasks should be focused.
ty sir. I honestly don't know why I didn't do this sooner. we can't manage what we don't measure.
it can also help us identify issues and common roadblocks throughout the process
indeed and we can always revisit the process after a few campaign builds.
actually, I've been thinking about that too. I think we should start doing quick and simple "post-mortems" after each integration to document what went well, what didn't go well, and how we can improve
It will allow us to identify trends in project management and progression.
BTW, when last we left off..., we found that some ACTS intake questions in our API documentation are not on the Law Ruler campaign. I was going to ask Anthony Soboleski about these since Brittney is no longer responsible for LR intake form set up.
ohhh I didn't tell you about my call with tony last week did I?
Yeah I get an email when a ticket is created...
...is it OK to ask Anthony about the LR issues?
OK i just spoke to him. I am going to get him a list of those questions to see if ACTS requested we no longer use them.
I don't think a buzz is an appropriate description..., but people are definitely aware and quite frankly..., They are saying he brought it upon himself.
idk exactly what he did, but when I talked to tony last week he was talking mad shit about damon
Yeah..., I couple of his direct contacts are like..., "sucks to be him."
tony basically told me we should stop going to damon for anything, and instead go through him
I am going to assume he had a sense that things were not going in his favor.
He would come to work in suits and that is so unlike him.
lol yep I was about to say I originally thought it was a typical power trip, but yea I wonder now if he knew something we didn't
this stays between us, but apparently damon emailed cam this morning saying he was resigning because "he didn't sign up to be available 24/7"
we finally got the crump/torticity integration on our board. I'm putting together a list of everything outstanding to make sure priorities are in line.
ALSO..., I found out why certain questions were not in LR.
If an answer is yes, these questions pop up
I am modifying a test lead to see if that info will be emailed.
...if the data comes through, I think we are at a stage to send test data to the client.
Although I don't mind people seeing successful processing.
I want to say it looks good, and there's definitely more data.. but damn that's a lot of blank fields lol
I think it's good though, especially for an initial live test
Yes..., most of those blank fields are based on what you were diagnosed with.
I can run one more test with a new diagnosis
yea, I know.. it's just weird to see that many empty fields
Awesome..., Let me make adjustments to the PA Flow and once ready to send ACTS a test, I will address it on the Help Desk ticket to be on the lookout for data.
I will also add one more diagnosis to the test to see if both come across to the client; gives us something new to look for in the testing.
OK I updated the the test lead and those changes came across as well.
So I am thinking..., I submit the test lead and if it is successful send a message through Helpdesk to look to see if the payload submitted successfully.
What do you think? I would hate to send it, tell them and it failed
that's fine. that'll also let you see the payload and the results and everything before you contact them
I'm just now about to head out.. need anything from me?
We're good. I ran a test and it appears that we have a phone number missing that is required.
awesome. sounds like progress to me! I'll ping when I get back. holler if you need me before then
Well Mike my test appear to work successfully as far as connecting to ACTS...
OK..., it's saying a phone number or email is empty but I filled in each respective phone number and email.
{
"statusCode": 200,
"headers": {
"Cache-Control": "private",
"Server": "Microsoft-IIS/10.0",
"X-AspNet-Version": "4.0.30319",
"X-Powered-By": "<a href="http://ASP.NET">ASP.NET</a>",
"Date": "Mon, 18 Mar 2024 21:50:03 GMT",
"Content-Type": "text/html; charset=utf-8",
"Content-Length": "165"
},
"body": "Empty Email/Phone will not generate case.\r\n\r\n\r\n<!DOCTYPE html>\r\n\r\n<html xmlns=\"<http://www.w3.org/1999/xhtml>\">\r\n<head id=\"Head1\"><title>\r\n\r\n</title></head>\r\n\r\n</html>"
}
Makes me wonder if there is another UDF that we are not aware of.
idk if acts has been setup to use the json api rahul told us to start using
try adding these headers please:
Content-Type application/json
Accept application/json
looks like the endpoint and everything are different for the json api 😞
well shit.. ok, don't delete what you have. let's reach out to rahul and see if he can provide updated info for acts to be able to use the new json based api.
OK. does Rahul receive emails when we post to the Helpdesk?
I just checked and he's not on the ticket.. I think you can reply from the hd and manually add him
I'm about to start wrapping up for the day. I've been running nonstop since about 6am my time
is there anything I can help you with or do for you?
...hmm? No. While we wait for a response, I will address my other tasks.
Good Morning. How's your morning going so far?
good morning. not too bad, just trying to put out a few small fires. how are you doing this morning?
I'm good. I was hoping to have heard back from Rahul.
I'd give him another hour or so, then follow up again
also, we're putting babin on hold in order to get crump/torticity done. it has to be done before april 1
Auto Accidents - BCL - Torticity - Shield Legal?
...at your house? We just had a blip in the system as well.
Yea I'm calling Comcast now. Then I need to figure out why my LTE failover isn't working
Also, can I have access to the Auto Accidents - BCL - Torticity - Shield Legal-CaseType-IntakeForm (3)?
there's the spreadsheet I believe you were asking for
OK. Been doing some of the subtask for Tortcity.
I am unable to edit it. I was asking for that capability.
hey do you remember where you left off on babin? I checked monday but I don't see any recent updates
I got the list of fields and we were waiting for the Field Map and Credentials I believe
no, rahul replied with the posting instructions and credentials. it's the new json api
Interesting. I see the email, but I am not seeing it in the Helpdesk
it's there. you probably have to hit the "more messages" or whatever it says
I can take what he sent and address the Field Mapping now.
These user-defined fields are not aligning with any of these Intake Questions
The trafficking beginning and end as well.
btw, take note of the "udf short name" column, and be sure to use those values in the map
I added a 2nd column to the udfs sheet that lists the corresponding row from the custom fields sheet
I just thought of something... I bet we're supposed to combine the client's udfs with the ones that rahul gave us. the udfs don't have the basic info like name, email, city, state, etc
I am finding a few fields that can be mapped but it far more that are not comparable...
Although looking between two spreadsheets has fried my brain
that's good. it's progress! when you're done we'll just reply to the client and ask what they want to do
OK. I am going to plug away until 7:30 your time.
I'm heading out in 30ish. anything I can do for you?
well, I'm calling it a day. thank you for everything today. sorry I gave you whiplash going back and forth between tasks lol
Checking my emails and the reports and then I want to concentrate 30 minutes on this mapping before I shoot Babin a reply on this mapping.
sounds good. we can't use the ticket in the help desk bc andy burned it when he "removed the clients from the email"
I'm really not sure how to handle it.. I'm thinking of just closing that ticket and opening a new one, or seeing if I can split or merge it
Well..., if you are going to try that I can hold up.
there's a new email that just has andy, you and me on it. I replied yesterday and told them we were working on the field map
richard from acts replied to ask rahul to look into your request
so that's one less thing we have to focus on this morning
Awesome. BTW, I totally forgot to mention this but this is my 1 year anniversary this weekend. The group here is working on location tomorrow and then Friday, I wanted to request working from home Friday.
The resort we got married at gave us a suite for our 1 year anniversary.
fyi, I'm putting together an email to request some kind of hierarchy for the integrations and intakes. I've been chasing people down for two weeks now trying to figure out who is responsible for what, and it's affecting our operations and client communication
I would appreciate that. It will make it easier to let people know that I work "with" you and not "for" you.
OK..., well I know why I was scatter-brained yesterday.
The Intake Tab and the Custom Fields Tabs are not the same.
The issue is I was comparing the intake Questions to the UDF, but when I went to grab the corresponding custom Field, it doesn't exist
Some of the fields are they are just out of sequence
I found several of the fields in the spreadsheet yesterday
What year did the trafficking end - This is a UDF
but when I look in the Custom Fields Tab it is not on there
that's because they combined the age and date fields in the udfs. we're going to have to reach out and tell them we only have that data in separate fields.
What year and age did the trafficking first begin? What year and age were you when the trafficking ended.
or depending on the format they want them in, we might just be able to combine our 2 fields and send them as 1 to the client
I am going to get another cup of coffee and start to build this email.
I'll take care of that form request that came in a few minutes ago so you can focus on what you're doing
omg of course I would offer to do that and then get flooded with form requests lol
...OK, here is a list of fields and the corresponding LR fields that can possibly be mapped.
Everything that I designate as N/A, I am not seeing the LR field that could be mapped.
I saw these yesterday...? • Have you ever been arrested, charged with, or convicted of any crimes? • Plaintiff Criminal History • Medicare/Medicaid provider: • Do you have Medicare/Medicaid?
if you look at the 2nd column in the "UDFs" sheet I put the row numbers from the custom fields sheet
it can be tricky when they aren't a 1:1 match.. you have to dig through and find the most relevant field
Indeed but this will help with what I already have.
I think I found like 15-20 of the fields yesterday before I got pulled away
looks a lot better, but I still think there are a couple more fields we actually do have
I can go through the list once more but within the next 15 minutes I would like to send out an email to let both Babin and Anthony know that we’re missing some data mapping fields
Have you added the column number to the API Doc?
I added it directly to your mapped fields sheet, including the actual <<tag>>
that might be all of them, or at least close enough
How does this sound:
Good afternoon,
I have been working on the mapping of the Human Trafficking - Babin Law campaign. Several fields that were provided in the attachment are not accounted for in law ruler. I am courious on how we want to address these instances.
In the API Doc, and any UDF with a value of N/A does not have a field we can assume there is a no corresponding Law Ruler Intake question.
right, but we need to give them a list of just the fields, not the entire spreadsheet
awesome.. zapier is having issues today.. it's like no matter how hard we try, we always get fucked by external issues
Just sent you an email..., tell me what you think.
I literally selected the first two columns
we don't want whole columns either.. literally just the fields that are not currently on our intake
we really need to run this by someone on the intake team.. they may be able to give us insight on those other fields
Yes. They ar rows, but I copied the question and Short Name of the UDF
I can create a channel with you, myself and Anthony.
awesome. if you don't mind cull the list so it's only the fields we don't currently have/can't find
I feel like there is a division between tony's team and brittany's team.. tony removed brittany and brianna from my email about responsibilities.. and he's all the time telling me to go through him for this or that
Yeah Brianna said that with Damon gone certain responsibilities have been taken from her.
idk what's going on over there, and honestly I don't care.. they just need to get their shit together so we can get our shit together
you jumped ahead of me man. I pinged tony to ask who all we should pull into a private chat
I thought when you posted "awesome. if you don't mind cull the list so it's only the fields we don't currently have/can't find"
> I'll figure out who to send it to on our team lol
no worries. if he can't answer it we'll just keep pulling people into the chat until we find someone who can help us
if that doesn't work I'll just keep @here everyone in #C05GHTD7M24 lol
I'm about to head out.. I can't take any more today. is there anything I can do for or help you with?
Anthony stopped by and said he'll ask Tony about the UDF's for Babin.
Is there anything you want me to do for ACTS? What is the status for Goldenfarb?
we're in a holding pattern on both.. waiting on rahul for acts, and lawruler for goldenfarb
if you don't mind, please f/u first thing in the morning on acts if rahul has not responded. I'll handle goldenfarb
Always!!! We're not Batman and Robin, but Bullwinkle and Rocky are funnier anyway!!!
I hope you have a great evening. I'll still be near the computer for a while so ping me if you end up needing anything
Checking my emails and about to reach out to Rahul
Have the Form Integrations been assigned/completed?
I started on them yesterday... was going to finish them whenever I found the time.
btw as of this morning I'm working with the recruiter to get someone in to help us with integrations and everything
yea, LR replied a little while ago just haven't been able to get to it yet
OK. If you'd like..., I can work on the Form Integrations while we wait for an update.
Rahul requested a copy of the payload. I was going to attach a file to my helpdesk reply if that's OK?
Did Monday.com add new staging categories?
oh I added those like a month ago for us to track progress so others can see where we are on an integration
...and the zaps are still having connection issues
Greg, Mark, Nick and I are working remotely
I'm getting ready to call it a day. anything I can do for you?
No I am good. I will finish up the Form Integrations for you as soon as the connectivity is reestablished.
ping me if you need anything. I hope you have a great evening
I think the Helpdesk App is preventing Rahul from downloading the payload file.
Are you alright with me emailing it to him directly?
yea that's fine. we should look into why the hd won't let him
and you can always reply via email as long as it's the right email thread for the ticket
true. Although I just sent the file to you and Rahul.
From the Zaps yesterday...
I was trying to find the field from the CPAP Campaign that best represents this mapped field. WHat do you think works best?
http://tracking.crediready.com/posting-instructions.html?c=392&type=Server
BANG BANG!!! That's why the second set of eyes I use are awesome.
idk if that's actually correct, but it's the closest I see lol
man I'm in so much pain today. I cracked a tooth last night and it's right on a nerve. hurts so fkn bad
Oh no!!! are you going to a dentist today? Did you set up an emergency appointment?
na, I don't have insurance.. it'll stop hurting in a couple days. I'm eating tylenol like candy lol
I understand but you may need something to numb the nerve pain
they'd have to do a root canal and I really don't feel like dealing with that
I understand but you may need something to numb the nerve pain man!!!
OK Finished the Form Integrations aside from the one that's not testing
I took a late lunch to go to the resort. Once I get upstairs, I will check my email see if Raul has responded to anything I know it’s about time for you to clock out so have a great weekend and thanks for all your help.
yea, I'm about to wrap up. thank you for everything this week. I hope y'all have a wonderful weekend!
good morning! I didn't realize it was already 9 lol
It was great. The hotel made us a mini version of our wedding cake.
We relaxed and enjoyed the Red Rock area
OK. I have got good news and bad news...
sorry, but I have a "no bad news on mondays" policy
Good News: ACTS Successfully ran and it appears the posted on their servers.
Bad News (isn't really bad): The split command is not extracting the Smart Advocate ID.
I may need your input on how to extract it.
ahh ok, that's not terrible. I'm sure we can get it figured out
Get Case Number: split(outputs('Compose'), variables('newline'))[0]
I have to figure out how to extract the number from the "result" node
that's a json response. isn't there a "process json" or some other action in pa?
I'm gonna run grab another cup of coffee, when I get back and you get to a stopping point let's jump on a quick huddle to plan the week out
OK. I stepped away for a bathroom break. I am checking my update and then I will be ready whenever you are.
how you looking? not trying to rush you, but I need to get things going and focus on my main "top priority" task
I JUST RAN THE JOB SUCCESSFULLY and populated the Smart Advocate ID!!!
there's already a ticket in the help desk for crump/torticity.. I'm going to try to use that. I haven't gotten a response from greg yet, so idk what his deal is
...and he comes in early. 7:30_8:00 ish.
well shit.. greg is another floating desk. that's not going to work.
I went ahead and resurrected that ticket in the hd and sent out the email. if you look through that ticket I believe it has the api information, credentials, etc. already
Maximus | Tiktok | Paraquat | Form 1 | B has been updated and successfully tested and published.
I removed then added the Campaign Key and that seemed to resolve the issue.
that's weird.. oh well I'm glad you got it going. thank you!
Ran the test and it posted as expeccted.
I'm still here.. kids are out on spring break, but I didn't change my calendar so hopefully I can get an hour worth of work done without interruption lol
Good luck with that..., I remember those days. I just wished to get 8 hours of work out of 24 hours of the day. My kids needed me to know that they are home and I need to acknowledge them.
Hello Mike. I am about to step outside. I didn't pay attention to the clock and totally missed lunch.
ok bud. I'm probably going to head out shortly. is there anything I can do for you?
No. I have the JSON for submitting a lead to Torticity, so I am mapping the fields. I hope to have that updated first thing in the morning.
very nice! if you don't mind, at eod add some quick updates in monday please sir
I greatly appreciate it. if you need anything at all ping me. if I don't talk to you again today, thank you for everything, and have a wonderful evening!
There's been no response from ACTS. I was going to give them until 10:00 AM my time to send a follow up email.
I am working on adding the fields Richard mentioned in his response.
I need to take an early lunch so I can drop my friend off at the airport.
...but I will be working late tonight (if necessary) to get this done today.
Oh man..., Torticity mapping is 85 done. I had a question on a few of the fields in the documentation the sent.
Medical Malpractice had a few more fields added and now we are verifying that our intake questions bring up all the correct fields'
very nice on torticity! med mal can wait until torticity is done if needed
Awesome. I will plu away at this for another hour.
I'm calling it a day shortly. is there anything I can do for you or help you with?
No, but if we have another issue with missing data then we may need to pull Richard into a meeting.
please just remember to let me know about any issues or road blocks sooner rather than later
as always, thank you for everything today. you are truly appreciated my friend. have a wonderful evening! if you need anything, especially if it's for torticity, then call/text me please
Good Morning..., today; we close 2-3 subtasks for Torticity
good morning. sounds like a plan! do you think you're still on track to meet the 4/1 deadline?
COB yes. I will have a more accurate assessment by this afternoon.
Hello Mike are you joining us in the 11:00 AM meeting with Hilliard?
yea, but idk what I'm going to say.. I don't have an answer to their question.
449365 not sure if that's our lead or theirs, but I've already searched slack and it's not here
I'm not seeing the lead in the PA Flow...
Let me check the data@shield-legal.com inbox
oh that's the one that errored out and you reposted
do the reposts not get recorded to the spreadsheet?
...well, I am not seeing Keith Alexander Osejo-Hernandez email in Devtest or the data inbox
that's what is really weird -- https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=449365
Yeah I am checking devtest@shield-legal.com and it's not in the Inbox.
I have another meeting coming up, but if I can find the time I'll dig through the google logs and see if I can find the inbound mail
The email should have fell between this block of Leads submissions.
Hello Mike. I sent a reply to Jessica from Torticity about my Postman test not working.
I am going to / have update(d) the API Document to show the field mappings. While I am waiting to get word from Jessica, I am going to perform the other subtasks. Might as well get a jump on these tasks.
Jessica got back to us. They are resolving this issue now.
I could use your advice on how to handle this Hilliard situation.
fuck hilliard.. focus on torticity 100%. I'll handle any fallout
if tony says anything you can either send him to me, or tell him we have a hard deadline on a project that cam has cleared as absolute top priority
we can probably buy us a couple days if we just tell them "we're researching it".. but either way, torticity has absolute top priority over literally everything... if there's a fire in the building, finish up torticity before you evacuate 🤣
I will. We have the LR Webhook created, we have three test leads created, The field map completed with a possibility of modifications coming.
still feeling confident we're going to make the deadline?
I do. However, I need to be able to successfully test this payload in order to begin the process of Setting up the variables and additional questions to be submitted through the payload.
err.. it's got to be ready to go monday morning. what can I do to help you out?
do you know yet if they are using the new json api or the old one?
Here's what I submitted in my test based off of Torticity's API Doc
As of right now..., no. I am going to copy a smart advocate PA Flow and gut all of the unnecessary objects and set up the data that we have and know we will need.
I will update Monday.com when I head out (I'm staying until 5:30_6:00 PST)
if it is the new json api then it's probably best to clone one of the newer flows.. the old ones for SA are a train wreck lol
If there is something I feel I need help on I will let you know in the update.
if you need help on something please let me know asap not at the end of the day
I'll stay late or do whatever I need to in order to get torticity done, so don't hesitate to reach out
No problem. I have added the intake questions that do not have mapped fields associated with them. more
I am going to have to finish up at home as they are putting up a sound-proof wall and have to cut the power.
I will be back on in an hour. I am at a good point and want to finish this tasks tonight.
I sincerely appreciate your dedication and hard work man
I'm going to set my status as away on slack, but I'll still be here.. if for some reason I'm not then just call me
Absolutely!!! We’re going to get this knocked out.
I should be home in about 20 minutes and I’ll log back in
thanks again man. I hate that we're having to work like this, but thankfully we don't have to do it that often
and I actually feel bad saying "we" on this one, because this is ALL you my man
thanks again man. I'm going to stick around until you're done for the day, so holler if you need me
I've got to call it a day bud. I've been running since 5am my time. thank you again for all of you hard work, and putting in the extra hours. I promise I won't forgot about this.
GOOD MORNING!!! Torticity's Posting is working.
I have changed the payload to add the intake questions and I will be testing that now.
I have the skeleton for the PA Flow set up and all I will need to do is set variables and HOPEFULLY..., we can spend all of tomorrow testing
I am going to set my status to Do Not Disturb and push through this!!!
please do. I got you.. if anyone tries to grab you politely tell them to fuck off and contact me
want me to do the daily error log post in #C05GHTD7M24?
OK I think I have the PA Flow set up for testing.
sorry, was on a call. excellent job on the progress! take the time you need
Update: I have the PA Flow operational and now I am testing..., so far:
"body": {
"statusCode": 400,
"message": [
"claimant.claimant.socialSecurityNumber must be a 4 or 9 digit string",
"claimant.emailAddress must be an email",
"claimant.phoneNumber must be a valid phone number"
],
"error": "Bad Request"
}
Basically I think we may be done by 5:00 today PST and Tomorrow I can focus SOLELY on Testing.
oh nice you even see the errors so you know exactly what's wrong.. I feel like this is NOT smart advocate lol
I apologize in advance for interrupting you... I just wanted to add some extra incentive to get torticity done. if you get it finished before the deadline then I'll give you a little bonus...
and while I have you, is there anything I can do for you or help you with?
Do you know of a function that will strip hyphens from a string? I tried to use the replace command and it does not work.
...and typical functions that work in c# are not working in PA
example: right(outputs('Splitemailbodyintoseparate_lines')[8], 4)
try replace(your_variable, '-', '') where "your_variable" is whatever you want to remove the hyphens from
assuming that works, it will replace the hyphens with an empty space. if you want to replace them with spaces just change the last parameter from '' to ' '
I'm on a call with cam, ryan, and the ceo of lawruler
...going to run one last test in their staging environment
WOW!!! I have to give credit where it's due..., this was the easiest API connection to create and authenticate.
I seriously still think it's not smart advocate lol
It gives you error messages that make sense!!!
So tomorrow I will focus on Production testing (unless there is an issue with the data they received)
...but this will be ready by COB tomorrow at the latest.
you deserve it! thank you for kicking major ass today. I hope you have a wonderful evening
If there's anything you need I will be on Slack on my phone.
I can't think of a single thing that I would need that couldn't wait until the morning
Good Morning. Got in early to hop on this testing.
No problem..., although Jennifer is out of the office.
we have multiple contact points don't we? let me know what I can do to help you
Yes. It looks like there is a point of contact named Emily. Can you reach out to her to see if they got our leads? I am ready to test Production.
I'm just going to reply all and ask if someone on their end can check.. idc who does it
it's amazing how much smoother things go when clients actually give a fuck lol
Has Tony reached out to you about Hilliard?
he has not. someone mentioned it yesterday (brianna I think?), and I told them we were still researching the root cause
OK. I told him you were handling this while I addressed a High Priority Campaign..., but he still came this way without reaching out to you.
OK. We got feedback. I am going to grab another cup of coffee and make these updates.
don't play with my emotions man. especially on a friday 🤣
I got my fingers crossed.. ngl I'm a bit worried about this one, given the hard deadline and all
not worried about YOU... worried about murphy and his stupid law
...yeah but I am ready to lose my foot up Murphy's Ass when he comes this way.
I can reply to matthew so you can work.. do you have any questions or anything regarding his reply?
that requires us to create a custom field in LR and the agents manually fill it in
Can you ask him if he is seeing a document now. I adjusted our Upload Document task. I need to update the Flow for two other issues, but I'd love to know if they received the file.
https://api.staging.torticitylegal.com/v1/partner-leads/4280/documents
Yes. That will just be the time we create the lead.
yea, and there's a standard merge tag for it in LR.. something like <<Lead Created Date>>. if you search for it you should be able to find it
and if you don't mind, I'll wait until you've got all the other changes made, then send a test lead, and then I can reply once and ask them about everything at the same time
OK Mike..., Can you request information on ID: 4282
Need to make one final change to the payload
sure is a long time to add a " lol.. the anticipation is killing me
The only issue is how do you set up the coCounselLawFirmIds array.
just looking over their emails, it sounds like the value to use for that field (at least in staging) is just "384"
> Please include the "coCounselLawFirmIds" when sending over leads. The current value for John K. Zaid & Associates in staging is "384". This value will vary between our staging and production environment. I will provide the updated value when we move to production
I believe their docs are worded incorrectly... instead of "coCounselLawFirmIds": string array, it should be "coCounselLawFirmIds": string|array, (notice the | ... that indicates it can be either a string OR an array
and in our case we're passing in a simple string, no arrays
Here is the error that was thrown when I passed "384"
{ "statusCode": 400, "message": [ "coCounselLawFirmIds must be an array" ], "error": "Bad Request" }
... "campaignId": "227", "crmCreatedAt": "02/29/2024", "coCounselLawFirmIds": "384", ...
err wait that might be the wrong notation
"coCounselLawFirmIds": {
384
}
{ "matterType": @{variables('matterType')}, "externalId": @{variables('externalLeadSourceId')}, "campaignId": @{variables('campaignId')}, "crmCreatedAt": @{variables('crmCreatedAt')}, "coCounselLawFirmIds": {@{variables('coCounselLawFirmIds')}}, "claimant": { "firstName": @{variables('firstname')}, "lastName": @{variables('lastname')}, "dateOfBirth": @{variables('dob')}, "socialSecurityNumber": @{variables('ssn')}, "address": { "street1": @{outputs('Splitemailbodyintoseparatelines')[3]}, "street2": @{outputs('Splitemailbodyintoseparatelines')[4]}, "city": @{outputs('Splitemailbodyintoseparatelines')[5]}, "state": @{outputs('Splitemailbodyintoseparatelines')[6]}, "zipCode": @{outputs('Splitemailbodyintoseparatelines')[7]} }, "emailAddress": @{outputs('Splitemailbodyintoseparatelines')[41]}, "phoneNumber": @{variables('phone')} }, "source": "test-source", "ipAddress": "192.168.0.1", "questions": { "Are you currently represented by another attorney for this matter? (MUST BE NO)?": @{outputs('Splitemailbodyintoseparatelines')[9]}, "Have you ever signed documents with another law firm regarding this matter? (MUST BE NO)?": @{outputs('Splitemailbodyintoseparatelines')[11]}, "Are you looking to replace your current attorney or are you looking for a second opinion?": @{outputs('Splitemailbodyintoseparatelines')[12]}, "Is PNC deceased? (If yes, move to PI LSA)?": @{outputs('Splitemailbodyintoseparatelines')[13]}, "Was PNC involved in an auto accident? (MUST BE YES)?": @{outputs('Splitemailbodyintoseparatelines')[14]}, "Did the accident occur in the state of Texas? (If no, move to PI LSA)?": @{outputs('Splitemailbodyintoseparatelines')[15]}, "What city in Texas did the accident occur?": @{outputs('Splitemailbodyintoseparatelines')[16]}, "Was PNC injured in an automobile accident? (If no, DQ)?": @{outputs('Splitemailbodyintoseparatelines')[17]}, "What type of injury did PNC suffer?": @{outputs('Splitemailbodyintoseparatelines')[18]}, "Is PNC willing to undergo treatment for injuries? (If no, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[19]}, "Did the accident occur within the past 6 months? (If no, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[20]}, "Was PNC driving a company-owned vehicle at the time of the accident? (If yes, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[21]}, "Was PNC working for their employer at the time of the accident? (If yes, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[22]}, "Were any vehicles involved in the accident commercial vehicles (commercial trucking, company vehicle, etc.)? (If yes, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[23]}, "Did the accident involve more than three (3) vehicles? (If yes, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[24]}, "Did the accident occur at a 4-way stop intersection? (If yes, move to Personal Injury)?": @{outputs('Splitemailbodyintoseparatelines')[25]}, "The accident MUST BE one of the following types:?": @{outputs('Splitemailbodyintoseparatelines')[26]}, "Date of incident?": @{outputs('Splitemailbodyintoseparatelines')[27]}, "Please provide a description of the incident?": @{outputs('Splitemailbodyintoseparatelines')[28]}, "Have you filed a claim with any insurance provider?": @{outputs('Splitemailbodyintoseparatelines')[29]}, "Do you have any DOCUMENTATION related to this case? (e.g., emails, letters, audio/video recordings, police reports, photographs, medical records)?": @{outputs('Splitemailbodyintoseparatelines')[30]}, "How did you hear about us?": @{outputs('Splitemailbodyintoseparate_lines')[31]} } }
PA says it's not valid, or are you using an external validator?
I did but it doesn't like the variable values
yea you won't be able to use an external validator for that. it won't like the variables
Automatically brings up the invalid JSON alert.
what is your variable "variables('coCounselLawFirmIds')" set to?
I know this won't work, but try to split it up instead of being on one line
"coCounselLawFirmIds": {
@{variables('coCounselLawFirmIds')}
},
"coCounselLawFirmIds": {
"coCounselLawFirmIds": @{variables('coCounselLawFirmIds')}
},
This resolved the error
make sure you add a comma at the end, and to the line above it
So now we need to check if they have everrything.
ok, just so we're on the same page... you fixed these things and posted a new lead?
• Fixed Doc uploads • Changed field to "externalId" • Added "crmCreatedAt • Added "coCounselLawFirmIds"
https://api.staging.torticitylegal.com/v1/partner-leads/4283/documents (Lead ID is 4283)
that link doesn't work for me btw. not sure if that's important or not
No that's the link we use to upload the documents.
It just happens to have the lead id in it
those are supposed to trigger a response from slack bot
ahh it doesn't work in direct messages. my disappointment is immeasurable.
I set those up months ago and have been waiting for the chance to use them
Ah..., of course when you put it on hold, it ceases to do as told.
let's jump on a quick huddle while we wait on matthew
I am heading home and I will log back on.
OK I am stumped. Everything looks correct but the server is throwing an error.
try changing your content-type to "application/json"
you are sending them a pdf file, but the actual request itself is json
leave the "contentType" in the body the same as you have it.. just swap that header and see if it works
Let me get ready to go do that now. Thanks man.
anytime! I'll stick around while you get that done and tested.. lmk how it goes 🤞:skintone2:
Yes, and no. I need to build a couple more leads because all of my testing leads I have pushed through.
I’m going to step away for a couple hours cause I’ve been up for a minute and it’s frustrating. I’ll shoot you an update when I get back to it.
You’re welcome man!!! now it’s becoming an internal battle.
Going to knock out these Zaps while waiting for a follow up from Torticity.
Would have done it sooner but... 🤷♂️:skintone5:
na, you're fine. you even came in early after working all weekend
Anytime man!!! When you get close to solving an issue..., it becomes a mission.
ohhh there is one thing that we need to do today.. go through LR and change all your test leads to the "test lead dispo" or whatever it's called
primary focus is babin, with finishing acts med mal being a close 2nd
Man..., Sorry about that. Blame it on Monday Tunnel Vision.
OK. I am going to make those quick fixes and create a few more leads to test.
Also going into..."Leave me alone, I got work to do" mode.
I have a way to convert the dates if pa doesn't have a built in function for that
The irony..., I was just researching that now.
somewhere after you capture the date, clone this function
Got you. Let me test this function I just used. If it works, we are good. If not, I'll use this.
I think I need to update the header value for Content-type
we talked about that over the weekend. the content type in the BODY payload needs to be application/pdf... but the request itself is json not pdf (so you need application/json on the request)
OK. i am reaching for any possible answer. The body is correct. The header is hard-coded "application/json" and they are receiving the file...
That was me reaching to determine why they are getting an error.
I really do believe it's the encoding of the file.. sometimes it's hard to find the right steps to transform the data
Is it OK to request for Matthew to send a copy of the pdf to me via email?
Technically if I receive the email it should still error when I try to openit.
I don't think it'll be of any help tbh. it would just give you the same error, but not any details related to the error
I'm gonna look through some of the older flows and try to find one where we had to do the encoding
does PA automatically base64 encode the attachment content bytes?? I swear we ran into this before
I know it's not the exact same, but look at this one
The use of "$" and or the use of multitype for content?
actually let me grab my earbuds and lets just on a quick huddle.. fuck all this typing lol
oh shit I gotta leave shortly. school started back today so I gotta get back on my routine lol
I am trying to throw a condition to check the file name of the attachment and I am getting this error
somewhere you are referencing a variable or something that no longer exists
when I hover over that it does not show a valid expression
Enable concurrency control for the apply to each loop and set its degree of parallelization to 1 when using a Set Variable action inside an apply to each loop.
I've got to run, but as soon as I get parked I'll take a look into
Well I'm parked.. but the login i have for pa doesn't work anymore
By chance..., did you get an email from Torticity?
I swear it kills me how nobody uses password managers lol
Its sounds like Torticity is trying to set up an API Key to handle attachments (I am getting the notes from Adrienne)
In that case just play around in pa and see if you can get it to work, and I'll check into it when I get back home
I have everything fixed except the concatenation of Retainer on the file name.
I'm sorry but I am hungry and this is just frustrating me now..., I am going to go grab something to eat and I'll be right back.
Don't apologize man.. do what you need to do! I'll be back in like 30 or so
Eh..., I hate to say this, but when Adrienne came to my desk to discuss the meeting with Torticity..., I just pissed me off.
We literally have this thing solved (aside from scope changes).
Nah..., I am good, but I hate late minute changes.
The way she made it sound, it was as if we need to incorporate an API-Key to change the method in which they receive attachments.
I think she may be confused or talking out of her ass.. I'd be willing to bet that all we need is our production credentials and endpoint
always feel free to direct people or things like that to me. I'll gladly handle them.
ironically, when I got in my car it said the radio had an update.. so I started the update, but it didn't dawn on me that I couldn't use the radio while it's updating... so I sat in silence the whole time. I swear on my life it finished updating literally as I pulled back into the driveway 🤦♂️:skintone2:
that was a few minutes after it started so I was like "oh this won't take too long"
When you get settled..., I'd love to hear your ideas on the concatenating of the file names
idk the syntax offhand, but literally just concat('Retainer - ', $filename) ... so the final name is "Retainer - whatever the original file name is.pdf"
Exactly what I used..., but there is a setting that needs to be changed for the concurrency of changing multiple file NAMES.
we only have to do that for the retainer, not the other doc
That's where the issue is..., when I added a condition to check the name of the file for "signeddocument"...
if you want to cheat give me a few minutes to update our little helper script
If it was true then the file name should be concat if not keep the name the same.
oh one sec.. I thought of something else to add to make our lives easier
you can go ahead and open the flow. I'm going to tell you the changes to make and have you do them
ok.. scroll down to "format the phone number", right click and copy it
initialize a variable for "doc_name" or something similar if you haven't already
ok, scroll down to your "upload docs" loop and paste the action you copied somewhere in there
open it up and edit/add the following values: key = leave as type = rename value = pa variable for the document name prepend = Retainer- contains = SignedDocument (or whatever word the retainer has in its name)
Did the same thing when I tried to set the variable as well.
somewhere you are calling "formatdocumentname" but it doesn't appear to exist
ok, I don't think that's where the problem is. you may have to set the doc_name variable and use that in the payload instead of referencing it directly.
but that error started happening long before you added that step to rename the file so I don't think that's going to fix it. hopefully I'm wrong
when was the last time it successfully saved? if you refreshed and had to start from the last saved version how much work would it take to get it back to where it is now?
However it automatically added this Apply to Each task.
I believe you put those on wrong step.. it should be one down, "should we upload attachments". I made the changes if you'd like to take a look
I could have sworn I did the same in the upload..., but let's test it.
This is why Robin and Batman worked well together.
the only thing I'm not 100% sure about is if we're using the correct variable for "value" in the format doc name action
I meant to tell you that "contains" is case sensitive, so it should be "signeddocument" as that's what that doc's title contains
BUT ... how about the other changes? do they look good?
Yeah. it looks like everything ran successfully
I swear I thought the doc titles were not all lowercase
ahh shit.. is that on the google sheet part or the receive email?
ok, my script is fixed. as long as the filename contains exactly "SignedDocument" (case sensitive) then it should rename it
if the name doesn't include "SignedDocument" then it just returns the original file name
I didn't realize it's after 7pm. I thought it was like 5 at the latest
I'm pretty confident my script will work, so assuming all the other issues are fixed, I think we can finish it in the morning
...shall we request the production credentials?
they'll want us to send another test lead that is 100% correct, but yea we're ready for our production info
I'll have it first thing in the morninng.
thank you for another day of ass kicking. I hope you have a wonderful evening
About to run the new test lead. Just checking all of the data then going to get some coffee.
Yes. That was a test lead that was created before we realized that we were double encoding
I sent a message through the Help Desk for Matthew to check the documents.
I think our help desk automations stopped working again
I'm going to hop on Babin and knock out Forms as a break from the monotony
I just noticed there were several new form requests, but they didn't get properly categorized or assigned
I actually completely forgot about changing that automation lol
You're taking your kids to see the eclipse?
yea we're close enough here to see a partial eclipse, but we can drive an hour or so away and see full totality
That is freaking awesome. I wish I would have done more things with my kids like that. I only would go camping with them.
Tony just came by and asked me about the Hilliard again. Do you know who may have added this to the General Questions for this campaign?
I have no clue.. we don't typically modify the intake questions
I know it wasn't me.. fairly certain it wasn't you...
By chance have you sent Matthew an email? If not, I was going to email him directly.
I am going to assume that they aren't checking the helpdesk site
when you reply from the help desk it also sends a reply in the actual email thread
in fact, they don't even have to be aware of it.. it can all be done through regular email
I just pulled up the email, and for some reason you aren't on it
...yes, but I thought the Help Desk wasn't sending emails earlier.
next time you reply cc yourself and see if that will add you to the email thread
I'm going to head out a bit later; The bosses want us to join them at the Wynn at 4:00 PM
I'll head out at 3:15 PM to get my shot and then head over there.
sorry, I was starting to drive when you messaged me. I had a quick call with cam about torticity, and he mentioned that you were doing great 🙂
I tell you to hear that..., it makes being here so right. Why the hell didn't you guys reach out to me years ago?
I'm going to have to get onto our recruiter for not predecting the future
Everything happens when it's suppose to I guess.
OK. I am heading out. I'll fill you in on tonight's events a bit later.
thank you for everything today! I hope you have a wonderful evening. should you need me for anything just shoot me a text or call me
OK. Tony came by my desk just now mentioning that someone from ACTS is coming today and I guess they're are a bit antzy about their campaign.
I need to get the list of UDFs to Richard this morning.
...but I guess he was trying to give me a heads up about it.
we already have them don't we?? I thought med mal was like 80%+ done?
I thought I sent it to him last week, but he did not receive it. I am sending it this morning.
richard asked for the payload?? that's not usually something he would ask for
Well technically he asked for the fields that would be the "answers" to their UDF questions.
aren't those in the api workbook? I'm trying to find everything
Actually there were some questions in the API but not the full list
They sent a list of UDFs a while back that I am using.
did you get far enough on med mal to submit a test lead, or not yet?
Oh damn..., I thought you meant the API document ACTS provided. I am getting campaigns mixed up.
I'm trying to go through all the different systems and emails to find everything I can
I've copied a link and can send it to him.
As far a Torticity, we never received the production credentials.
Touché..., let's get ACTS addressed first
doug and them do not like me lol (and tbh I can understand why)
if you don't mind, while I'm gathering up everything for acts, would you please shoot a quick follow up to torticity asking about our production info
I'm going to have to reply to doug's email, so we need to be sure we're on the same page
where exactly are we at with med mal in terms of progress?
Everything is done. We have sent test leads to ACTS and the jobs have run successfully.
reason I'm asking is, it might be easier to just make a test lead, put the pa flow in test mode, and post a lead
We were waiting for their response and this is when Richard sent the request for our answers to the UDFs.
if you;'re already that far with it, do you have a pa flow run you can copy the payload from?
copy that shit and send it to them.. let them dig through it
Here's payload from the last successful run
I've got to figure out how attachments work in the help desk. every time we attach something the client always says they can't download it. I'm not sure if it would maybe work if they were logged into the help desk, but that's too much to ask just to download an attachment
Oh..., I'll email the payload to make sure he receives it.
oh yea, how did it go yesterday? did you meet with the torticity team?
I "think" I may have met them. I was full of Maker's Mark and joy.
It was a cool get together in an AWESOME SUITE!!!
BTW, I "think" I asked you about it a while ago, but next Thursday I am going to need to take the day off. I am driving to my daughter-in-law's wedding in Colorado.
We were initially going to fly but it will be cheaper to drive.
I'm so sorry man. we've been remediating phishing attacks all day today..
that's fine about thursday, just go through the proper channels, and remember to put it on your calendar please sir
I've got to head out shortly. lmk if you need anything from me
I will do. This afternoon I’m working on the updates that richard had sent well after I eat lunch.
I'm back.. checking in with ya. anything I can do for you or help with?
I'll be finished with these changes in 15 minutes. Then I will need to create a test lead again for ACTS
OK. I have updated the payload and made a slight update for address. I am running my last few test.
Then I will update the Help Desk ticket.
...ok, I have submitted my response in the Help Desk.
OK I am logged in. I see we had one error..., Was Brianna saying that Hilliard was getting no leads?
Oh..., by chance have you resubmitted the lead yet?
I have not.. when I repost the leads I mark them with an emoji in the errors channel
OK now that that's out of the way..., how are you doing this morning?
Aside from a lack of caffeine..., not bad.
Yes. I remembered that I still needed to send an update.
we already took care of all that first thing this morning lol
Yes. I guess the repetitive nature of sending a report triggered me.
Hello Mike..., I need to finish up the day at home. My wife needs me to go take her to get her car and I'd rather do that and work the rest of the afternoon from home then get her, get the car andd then head back out this way.
Thanks man. I'll be heading out in about 15 minutes
So..., is it OK for me to switch some of my attention to Babin? ACTS and Torticity are at a point that all I can do is wait.
Great. Let me revisit the mapping and Test lead creation
I'm heading out shortly to take care of some stuff. if you need me for anything at all shoot me a text or call me
not sure when I'll be back, so if you're gone by then, thank you for everything today and I hope you have a great evening!
technically yea, but my oldest is going on a 6 hour road trip tomorrow so we're going to go wash our cars and check his fluids and all that good stuff
Thank you for updating Cameron and hopefully jumpstarting him to help in the retrieval information from Torticity. And shout out to Ryan for having our back.
anytime! and yea, Ryan has been going out of his way to support me and help with my workload. it's helped a lot, ngl
yo.. it's been a while since I last checked in on you.. let's plan a quick call for eod to touch base please.
my kid has a teacher who is an absolute dick.. apparently my kid needs notebook paper, so the teacher literally made him leave class just to call me and tell me he needed paper... so I'm about to buy every piece of fucking notebook paper I can find and take it up there
Is it OK for me to reach out to Andrew Zupfer from Babin? The UDF fields we have in the API Documentation are not syncing up to the Law Ruler Campaign questions.
What do you think...
```Good Afternoon everyone,
I am reaching out specifically to Andy to discuss the Mapping Fields received by you earlier. They are not in line with the questions that are in our Law Ruler Campaign for Human Trafficking. I want to make sure that we are in sync as far as what data you are expecting to receive from us.
I have attached the list of questions tied to our Law Ruler campaign. Please review this document and let's set up some time to discuss how we want to approach this.
Dwight M. Thomas, M.S. Systems Integration Specialist```
my kid should have enough paper now to last until he graduates 🤣
just got off the phone with our recruiter.. we're setting up the phone interview with our first candidate this coming week
I'll let you know when I have a concrete date/time, so we can make sure you're on the call with us. you don't even have to talk if you don't want to, but one of the main things I'm looking for is someone who fits in with the team. idc how qualified they are, if they're not a good fit they aren't getting hired
ohhh shit.. that was the ticket that got burned bc andy replied and said "I took the client off if this email"
Was that reply embedded in my email? I guess I can check for myself but I’m…, Kind of scared to.
not sure if it's in the email, but it's definitely on the ticket in the hd
you didn't do anything wrong. andy burned it (admittedly, he didn't know)
jesus I didn't realize it's already 3pm. I'm heading out shortly. anything I can do for you?
Let me know if you are alright with this reply for Torticity...
Hi Jessica,
Just wanted to check to see if there are any updates on your verification process. We are ready to implement your production credentials so that this campaign can go live.
If you have any questions, feel free to reach out to myself or Mike.
Dwight M. Thomas, M.S.
Systems Integration Specialist
I know you're off Monday and I would love to have this implemented when you get back.
...I wish we could have gotten this off the books this week, but it's on Torticity.
We also got all of the Form Integrations updated and published.
I feel ya man.. but like you said, we're just playing the waiting game now
you've been absolutely killing it the past few weeks man
that's actually one of the reasons I wanted to get on a call... you've been burning hot for weeks now, and I'm concerned you may be starting to burn out
Thanks man..., I feel like I am getting into a groove.
to be clear, I see absolutely no signs of you burning out or anything.. I just want to check on ya
Not at all..., the crew here makes coming into work awesome.
Greg and Mark are my partners in crime and when Andy comes into town..., he actually makes the office fun.
Sometimes I think he is right on the verge of an HR violation..., but it's funny nonetheless.
hopefully in a couple weeks we'll have someone in there to help you out too
I'm heading out. call or text if you need before I return
Oh I'm just doing school pick up. I'll be back in an hour or so
Well they ordered lunch but by the time it gets here it will be dinner time.
I am going to update the PA Flow and run the final test.
...but I need something to snack on; damn lunch is taking forever.
OK. I am ready to submit the production test record.
I'm gonna be heading out shortly.. you got ~10 minutes to jump on a huddle or phone call?
Yesterday I got a final OK on Torticity so it is up and running.
There are two instances of data@shield-legal.com connections.
I selected the top..., I was going to request that we delete the second connection, but wanted to run it by you first.
ahh yea.. you're not going to like this answer, but I've never figured out a way to determine which one is correct (or if they both work, which I don't think they do)
...well, if I selected the incorrect one, we should hear about it today.
and even better... the connections are per-flow. so changing it in one flow likely won't affect other flows
I'm nowhere near the photographer that you are, but I did manage to get a shot of the eclipse on my phone
NICE!!! I tried and dang near went blind..., with protective lenses
LOL yes. the sun is bright. I'm glad you figured that out....
I think I had too much confidence in $3 glasses.
Question..., we got an error for PROD - Napoli Shkolnik AFFF
It looks like an error was thrown because the lead was set to a status of "Pending" and the final tasks to be performed did not.
checking now, but I believe we can not repost those because they will dupe out. essentially what happened is their system took too long to complete the transaction (and move from "pending" to "created". There's a good chance the client got the lead, they likely just did not get the documents
I'm going to try to repost it just to see what it says. my money says it dupes out
This is a first for PROD - Napoli Shkolnik AFFF
it's not the first, but it's been a while since the last one
So I am unsure but I would assume it will error as a dupe as well.
ok, so in your report to the integrations channel just say something along the lines of "the client's crm took too long to respond so our pa flow terminated. the client should have received the lead, but not the corresponding documents. we are unable to repost from our end because it dupes out. someone will need to reach out to the client to give them the files"
So are we or Richard going to initiate a Zoom meeting?
idk but they reeeally don't want me on that call lol
...yeah because I would like to rebut the comment of Chloe made about the communication being inefficient. Maybe you should respond to emails...
I'm gonna end up getting terminated bc of these fuckers
WHOA WHOA WHOA..., go ahead and add a little whiskey to the coffee this morning.
aside from being unnecessary, it really makes us look bad
...their lack of follow up is killing my/our joy.
you're busting your ass doing all you can do, and it gets completely overshadowed by dickhead clients
...but I make sure that once I get a response, I am on it.
you haven't done anything wrong at all man. we have way too much going on to be trying to track down grown ass adults to get a fucking reply
I am currently typing my final list of corrections. It will be ready to send in 5 minutes. The last time that I sent corrections, Dwight’s team submitted the revisions the same day. The delay was on my end because I got pulled into another ASAP project from Danny.
if you don't mind, put your headphone on, set yourself to DND, and try to get this knocked out today. please let me know if there is anything at all I can help you with.
...ok Richard has added four questions that we do not have on the respective Law Ruler campaign.
What caused the delay in getting to the hospital? What caused the delay in the diagnosis? Please describe the pre-existing limitations: Are these limitations permanent?
I can ask Anthony to add them to Law Ruler
ok, I guess ping anthony in #C05GHTD7M24 and tell him we don't have intake questions for those requested fields
and ty for letting me know sooner rather than later!
Yes I am..., I just finished the Payload and now I have to fill out EVERY FIELD IN THE PAYLOAD for the test.
I am going to get something to eat for lunch and then finish up the testing.
sounds good. I'm heading out in ~30.. call/text me if you need anything before I get back
OK I sent an email to let Richard know I am ready to submit a test lead.
did you get a chance to send another test lead, or are we just yeeting live leads to them?
oh I also saw where richard attached the files for the other integrations.. please don't mention too much about the other integrations in that email. I'm going to start a new ticket for each integration like we normally do
No this will be a test lead. He asked that I send him an email first so he can have the Medical Malpractice team ready
Test was submitted and I have reached out to Richard. The data looks valid and I am VERY confident in the output generated.
thank you so much. I know that one was really taxing
Yeah..., but it's all a part of the work day.
at least they had the decency to tell me ahead of time.. that's new
Hey Mike..., I am about to head to my barber to et my beard done. I doubt we will get a response tonight but if we do, I will resolve it as soon as I get home.
sounds good! thanks again for everything man. have a wonderful evening!
looks like there are still some issues with those new fields for acts
Yes I am reading them now..., I am checking the field mapping now.
check the payload in the run history too and see if those fields are present please
I will also check the Advertising Referral data as well.
OK I see what happened with the first two issues...
Due to answers for prior questions..., these fields are not enabled to be answered.
For example: In the Deceased Client Questions section: Why didn't the injured party have regular medical check ups? (The question of "Did the injured party have regular medical check ups" was answered "Yes")
So the question of Why didn't the injured party have regular medical check ups? wouldn't pop up on the Campaign form because the injured party did
I have altered the answers to populate those fields.
- There are two answers which have unusual text which did not carry over to SA.
In the Deceased Client Questions section, the question asks about dependent of the deceased. The answer in the payload shows as “"Kid 1 - Son - 23 - No\nKid 2 - Son - 15 - Yes”. And shows in SA as “Kid 1 - Son - 23 - NoKid 2 - Son - 15 – Yes”.
In the TBI section, the question asks for the location of the medical facility. In the payload, it is written as “"Las Vegas, NV\nDallas, TX” and shows in SA as “Las Vegas, NVDallas, TX”.
The issue is if you have multiple answers and you go to the next line to enter the next answer it formats with the "\n" special character.
that sounds like an intake issue to me. we need to let the agents know to only add 1 location, or add additional fields for multiple locations
So..., have you seen an instance of this error before?
lol they're having issues with ssl on their domain 🤣
Also, I closed Torticity Monday, but Someone sent a thank you reply email, which reopened the ticket.
hold down "shift" and click the close button and will close the ticket without sending a reply
I really don't like SA's response to that ssl issue.. their solution is to use a non-standard port for ssl. also bearing in mind it was working as expected yesterday
so are you clear on what changes you need to make now?
just change the posting endpoint to: https://sa.actslaw.com:446/saservice/sawebservice.svc/Receiver/officecalls/88ec59a913924829ba1b6352f3eee0ec
Only because I am finishing the last Form Integration; I started them while I was waiting for feedback.
thank you very much. you probably need to do the same for the doc upload url
awesome. you should be able to repost your last test lead since they never got it
I am going to head to lunch and finish the day at home. I have to pick up my tux from the cleaners and finish packing.
ok bud. just please, please make sure we get med mal wrapped up today (assuming no more issues on their end)
thank you sir. have a good lunch. I'll catch up with you when I get back from school pick up
Unless I missed something..., we are already housing LR data in Smart Advocate if the Campaign is designate as a Smart Advocate flow.
I saw his message come up while I was driving. I just replied to him.. not sure what cam is wanting us to do aside from essentially making a new integration
oh damn did you already do all of those forms too?!
The Formatting issue has not been addressed,
I don't necessarily think that's going to be a deal breaker
I am waiting to hear what the field definition is on ACTS part
good deal. once they approve med mal we're going to basically immediately start on personal injury
I might just go ahead and send the kickoff email first thing in the morning. even if med mal isn't complete by then we should have enough to start on the next one
I personally think we have MM done and ready.
oh I don't think I've told you yet.. since we're starting to look for new hires, I really want to buckle down and get some official documentation of the integrations processes, etc. I setup a new wiki and have been playing around with it. I'm liking it so far.. if you get bored you can check it out https://shield-legal.wiki .. login with your shield account and lmk when you do and I'll make you an admin
I'm heading out bud. excellent work today! thank you for everything. have a wonderful evening
You as well my friend. If you need anything tomorrow. Give me a call.
...but I will have my laptop and hotspot ready to handle anything
no worries, I think I'll be fine lol. please do remember to put these kind of things on your calendar though. if I don't see it on my calendar then 99% of the time I'm going to completely forget about it lol
have a safe trip bud. if there's anything I can do for you from here give me a call
Good afternoon Mike. I hope you are able to get this message. I am literally in the middle of Utah.
By chance did I forget to switch the attachments option on the email for the power automate flow?
I’ve been driving, but I did read Richard’s email earlier and it made me wonder if I forgot to switch that on
I think it was something along the lines of that.. one little change in PA. not sure if that was the cause or not, but it shouldn't break anything at least
richard told us to go ahead and go live with it, so I turned it on
That is awesome. I’m about to hop back on the road again. We’re about 360 miles from Denver so hopefully I can just cruise for the next four hours.
right on! hope everything is going smoothly for you so far
Absolutely this is one of the most beautiful drives I’ve ever made. I love Utah and Colorado doesn’t disappoint.
in my heart, colorado is my home. that place just calls to me. I'd love to move there, but at the very least I want to retire there
I'm going to get caught up on these emails and responses to the Help Desk Tickets...
sounds good. it was actually relatively quiet yesterday thankfully
Do we want to change the email address from devtest to data?
ehh..I was wondering that myself, but idk.. remember we were getting rate limited on the data@ email
welp, I don't know how much work I'm going to be able to do today... after searching forever I FINALLY found the original Blade Runner 2049 Open Matte 4K IMAX edition
Blade Runner 2049 is an absolutely amazing film
the original blade runner is my all time favorite movie
15 later than it should have been released..., but a great film still.
One of mine as well. My favorite film of all-time is Midnight Express.
My mom couldn't find a baby sitter so she brought me to the movies.
No 6 year old should EVER see that film, but it stuck with me.
I will never commit crime in Turkey..., that's for damn sure.
haha I'm definitely going to buy it now if I can find it
...Jennifer sent a reply stating that they are revising the questions and criteria of their campaign. How does that reflect on our deadlines and more importantly, how Cam views our role i the process?
afaik we don't have a hard deadline on this one.. and even if we did, the ball is in the client's court. no matter how hard we try, we can't make them go any faster
I'm heading out shortly. need anything from me before I go or return?
that acronym babin mentioned is "MDL" or "Multi-District Litigation"
how's it going? still all quiet on the western front?
Yep. I finished the Form Integrations and I have to run to the airport, but when I get back I am going to work with the Wiki board
sounds good. I'll be around for another hour or so, then I'm calling it (assuming no fires pop up)
so in case we don't talk again today... thank you for another awesome week! I hope you have a wonderful and restful weekend
Thanks!!! I'll shoot you a few pics from the Colorado Sand Dunes
please do.. I'm so jealous. I'll be there with you in spirit
Good morning Mike. I hate to do this but I am going to need to take a sick day today. I am going to Urgent Care when we get to Denver.
After the wedding my left calf to my foot got extremely numb and it’s not getting any better.
well damn, that's not good man. do whatever you need to do. I'll hold the fort down best I can
and seriously, if there's anything I can do just give me a call
Nothing now… I know you scheduled an interview for us and I am not sure if I’ll be available…
don't worry about that man.. like I said, do what you need to do to take care of yourself
I appreciate it. just giving me a heads up as early as you did is all I really needed. I'm of course concerned about you, so feel free to check in, but don't feel obligated.
I will try. I definitely want to be contributing to the process as much as I can.
bro I literally believe this is the first time you've actually called in sick. you have nothing more to prove -- you prove yourself every day!
I need you at 100%, even if that takes you some time to get back there
It is…, and believe me I hate that I have to..
OK, once we get word on what’s going on and what is recommended will be on our way back home.
I'm not fucked up about this in the least.. your health is more important than work anyday
sounds good man. I hope you're able to get some relief. I'm here if you need me
Good evening…. I made it down to Denver and found out that I my body was not adjusting to the elevation and my oxygen levels were a bit low.
I am resting tonight and getting back home first thing in the morning.
damn that's wild. I never would have even considered that
were they able to give you anything for the pain or whatever?
My ribs are so sore from trying to take deep breaths and not being able to catch my breathe.
well I'm glad they were able to figure it out and get you going again! you gonna be good driving home? I can arrange transportation or anything else if you need it
I will be. The misses will start the journey
I will do. I’ll keep you posted on any updates as well.
sounds good bud. get some rest, and holler at me in the morning if you need another day
Good morning Mike…,
The wife and I are getting ready to head back home. She’s ready to get back home. I will update you if anything changes.
Well…, it looks like we won’t be able to leave until tomorrow. I-70 is closed due to a Snow Storm.
I was going to sumit the following reply to Richard from ACTS
```Hi Richard,
According to our activity logs, the lead you requested information on has not hit finalized the e-sign process for their legal documentations. We do not submit leads to perspective clients until the eSign process has been finalized.
The automation process to submit leads is active and upon the completion of all processing steps..., you will receive the lead's information.
Dwight M. Thomas, M.S. Systems Integration Specialist```
sorry you're having issues today. anything I can do to help?
Well..., we're stuck her until tomorrow.
They said I-70 will reopen at 4:00PM your time. So we're just going to head out tomorrow early morning.
...if something comes up that we may need assistance with I'll let you know.
don't worry about the interviews today. I'll handle them
OK I am reaching out to Richard and Jennifer (Human Trafficking)
I see she hasn't sent an update on their progress.
Oh I should have been more detailed in my DM
I was contacting both individuals for the two integrations.
Richard for Medical Malpractice and Jennifer for Human Trafficking
I'm getting ready to head into the first interview, so I may not be immediately available. if it's an emergency call me please. otherwise I'll let you know when I'm done
I've been approaching this wrong.. I've been using chat gpt to spotlight all the good stuff, but today I made an "asshole recruiter" boss that explicitly looks for reasons to not hire them 😄
Who would I talk to to find out why none of these leads have signed their documents?
I'd try anthony first maybe? that might be too specific of a question for him though. brian might possibly know why as well... or worst case you can just ask it in #C05GHTD7M24
also remember that in some cases leads won't have documents. it's only happened a couple of times, but it is a possibility
I've got to head to school pick up shortly. If you can't find the answer please lmk and I'll ask around
So how did the interview go..., let me know when you get back.
Dude was pretty cool but I like the 2 guys from yesterday better
I'm going to go over all the candidates and everything with you before I make my final decision
finally done with interviews for this round! we have 4 candidates, all who are a strong contenders.. I have it narrowed down to 2
What is the deadline that we want to narrow it down to two?
I guess we can ask, which do they prefer tequila or vodka, whiskey, or gin
I already have it narrowed down to two. I told them I'd let them know by friday at the latest
I'd hire all 4 of them if I could.. I asked if we could hire 2 people but ryan said no 😕
Good Morning from Sjhield-legal.com headquarters in Las Vegas
...it actually felt good to walk in. I'm ready to get WORK DONE TODAY!!!
oh, how are you feeling? did your body readjust when you got closer to sea level lol
I feel AMAZING!!! I took a deep breath this morning and it literally knocked me down. Denver is beautiful but I definitely need to see my doctor before going to make sure that I am prepared.
Thanks..., glad to be back. I am looking at these intake questions for Human Trafficking
awesome. thank you! I'm waiting on a call from cam to ask him if we can hire 2 people. later today when things calm down I'd like to go over the candidates with you
are they saying all the questions under red headlines are also required, or just the fields they put in red?
as I see it, the good news is that most of this sounds like it's on the intake side. bad news is they'll still need to be properly mapped
this one may even warrant a call with our team and/or the client
Sorry stepped away for some coffee.I read that as fields in red are mandatory in order to proceed.
how drastically different is it from the original field map they gave us? 10%? 50%? more?
Actually let me pull up the field mapping doc and I will have an answer for you in 10-15 minutes.
I'm wondering what the current intake looks like.. since we also email the leads to the client, we may already have those fields. I'll let you do your thing and get back to me
also my weekly standing meeting just got pushed from 10 to 10:45, just fyi
Yeah from what I am seeing the questions in the current form are different what is on the document.
ok we may need to just get a call scheduled with anthony to discuss, and then take it to the client if necessary
you can just reply to the client and let them know the updated fields are not inline with our intake or the previous field map, so we're going to have to work with our intake team to find and map the added/updated fields
Someone got into my checking account and drained it and my savings account
Yeah..., I am talking to Navy Federal now.
I'll keep you updated, but I may need to take an early lunch so I can get this addressed.
ok bud. do what you need to do, and seriously let me know if I can help in any way at all
I wonder if your card got skimmed somewhere along your recent trip
I am heading to the bank..., they have to close and reopen all my accounts
do what you need to do man. call me if I can help in any way
I am sorry that I have to interrupt our work day over this BS.
The cleared my individual and joint accounts
It's going to take a week to get my funds back.
Still waiting…, I’ll make up the time when I get home. However while I am sitting here…,
For Medical Malpractice…, are they expecting four automation processes for the four categories of Medical Malpractice?
sorry, been dealing with some bullshit from an ex-client who is a fucking idiot.
possibly just sent one of the most passive aggressive emails I've ever sent lol
on med mal, afaik it's just the one case. those other ones are their upcoming integrations
Sitting with the Branch Manager now…, they are getting all my new accounts set yp.
if you get bored, you can read my reply to those assholes
To give them credit, they are very courteous
They is the classiest “Get the Fuck Outta here with that BS” response I have read in years.
yea they're usually much better about this kind of stuff than regular banks
Yes. It'll take 7-10 days to get all our funds back.
...and ended up getting preapproved for a new car loan in the process.
damn that's rough man. this is absolutely none of my business, but I ask because I care.. are you going to be ok until they refund the money?
I should be. If not, I will ask for a help.
I think I'm gonna head out at 6 my time. I haven't been sleeping well lately, so I'm hoping I'll pass out on the couch after dinner lol
Get you some rest..., I'll be on late tonight to get caught up on things. I reread the reply from Richard and after our text, I see that he was saying the next implementations will need those updates to Case Type
I need to send the kickoff email for their next integration
I think I can clone the current Medical Malpractice Flows to have them ready for the net set of case types
ok bud. I'm calling it. hope you have a great evening. holler at me if you need anything
I will do..., I appreciate everything you do for me man.
I am going to see if Anthony has any availability today to discuss the changes requested by Jenny from Babin for the Human Trafficking campaign.
I spoke to Anthony. He said that Andy is speaking to Babin about the variations of the Intake questions for Human Trafficking in comparison to what we currently have.
If you look at the PA Flows you will notice that I created four flows based off of the current Medical Malpractice Flow in place.
I will reply to Richard to let him know that I have replaced the Case Type based on his parameters for not only the current flow, but each copy has it's Case Type set as requested.
thank you! when you get done with that, and get to a stopping point let's jump on a quick call please
I'm gonna head out in about 15 unless there's anything I can do for you?
No. Everyone is getting ready to head out of here. I am going to finish here and head to a dealership to look at trucks.
I hope you have a great weekend as well. thank you for everything were able to do this week. sorry it was so bad for ya
GOOD MORNING!! I've been smiling all morning since I saw your text when I woke up
It's been a good weekend me. I am truly thankful for you my friend.
that feeling is very mutual. I sincerely appreciate you and all that you do and have done. I feel lucky to have you on my team
Now let me get back to proving you made the right choice.
I'm not sure if you've seen it yet, but I put a 15 minute standup meeting on our calendars for 11:30 every morning. I figured that would give you enough time to get in, settled, and a cup of coffee
https://themedialaboratory.slack.com/archives/C05GHTD7M24/p1712682343156199
Has there been an update to the Law Ruler credentials?
tipfinancials@tortintakeprofessionals.com / Tip7180$
I'm heading out for school pick up in about 20. anything I can do or get for you?
I am good. I am actually going to grab something to eat myself. I'll be right back.
I'm here btw. I had a meeting literally as soon as I got back home
OK..., I am putting together the Payload for Personal Injury.
I'm about to start wrapping up. is there anything I can do for you?
thank you for everything today. I hope you have a great evening. enjoy the drive home!
Always..., I think I can bein the testing phase of Personal Injury in the morning.
I'll try to get babin figured out so you can work on acts
Thank you. Tony just came by and he's basically saying he doesn't think we are going to make these updates.
Babin wants these changes and doesn't want to pay for them
I'll get a call scheduled with him if I need to. my 10am meeting got pushed to 10:30
sorry to interrupt but I need to reply to richard at acts... are you still on track for internal testing today?
also heading out in about 30, so please lmk if there's anything I can do for you
I don't want to have to interrupt you again, so just making sure you saw my message.. lmk if there's anything you need from me
...I did. I am sorry I am responding late.
I'm testing now but unfortunately the issues with my account have reared their ugly head.
ooooh I thought you meant like for power automate or something
Well I got a call that that they have recovered my funds but I have a lean on my accounts from a debt that goes back to 2010. I didn't even know I had this bill.
My ex-wife use to do our taxes and evidently she filed married but separate.
I of course don't know your exact situation, but most liens expire after 10 years
I've literally used y savings for these weddings and this car...
...here's what's odd, they put it into collections with a legal firm
When I get off work I will see about how I can dispute this without getting a lawyer.
They took the money out of our joint account and my wife is pissed (as she should be)
Meanwhile I had to correct some of the output arrays for setting the variables for Personal Injury.
I do believe I will have the internal test finished within 2 hours.
sounds good. it would be epic if we could send them a test lead before eod. keep me posted please, I don't like to keep interrupting you
So..., I know I am a bit frustrated about all that's going on, but am I wrong to have a bit concerned that the "Injured Party" State is a default value but no other address field is and there's a chance that the Injured Party is not the same as the lead?
if need be, we can fix that one later. we really need to get a test lead sent over if any way possible
Oh it tested successfully to Pipedream. I am about to send a lead to ACTS staging server.
I am running it one more time in Pipedream because a field was transposed. Then I will submit the lead to the Staging Environment.
why are you using that webhook to format the case number?
Was about to respond but Adrienne came by
Yes. I turned them off because the eSign in Law Ruler was not generating the document.
you told them last time that the tests would not have the docs, but they would be included in production.. right?
...and they do have the documents coming through for Medical Malpractice.
excellent. would you like to reply to richard, or want me to?
If you could I would appreciate it. I am still pissed off about this bank account.
Now that we got it to run, I was thinking I would head out to deal with the Misses.
ok, I'll handle it. I'm heading out as well.. I didn't want to leave you alone while you had to work late
amazing work today! thank you for everything. I hope you have a great evening
Good Morning Mike. I am responding to Richard's message for Personal Injury.
I think something is off with the mapping on personal injury. we can go over it on our standup
I think I know what the issue is with those quotes now
"body": {
"acquiringLawFirm": "ACTS",
"source": "SIL",
"Advertising Referral": "Google Ad",
"caseType": "Pre-Lit PI Lead Docket",
"retainDate": "2024-04-24T17:59:00+00:00",
"firstName": "Beyonce",
"lastName": "Testing",
"dob": "03/08/1984",
"phone": "2813651245",
"email": "<a href="mailto:noreply@noreply.com">noreply@noreply.com</a>",
"address": "3238 North 18th Street",
"city": "Houston",
"state": "",
"zip": "77001",
"injuredFirstName": "Beyonce",
"injuredLastName": "Testing",
"injuredDoB": "03/08/1984",
"injuredPhone": "<tel:2816341245|(281) 634-1245>",
"injuredEmail": "<a href="mailto:noreply@noreply.com">noreply@noreply.com</a>",
"injuredAddress": "3238 North 18th Street",
"injuredCity": "Houston",
"injuredState": "Texas",
"injuredZip": "77001",
"What type of injury occurred?": "Fractured Ego",
"When did the injury occur?": "11/01/2023",
"In which city did the injury occur?": "Houston",
"In which state did the injury occur?": "Texas",
"List the name(s) of the individual(s) or organization(s) that are at fault for the injury:": "Kelly Rowland, Letoya Luckett",
"How has this injury impacted the INJURED PARTY's life? (Be specific)": "She can't handle Stardom",
"Please list all other relevant details about the injury, including who else was involved or witnessed the injury, events leading up to the injury, and any other information the caller can provide:": "Testing",
"Has the injured party seen a medical provider in connection with their injury?": "Yes",
"When did the injured party FIRST seek medical attention for their injury?": "11/07/2023",
"Use a date calculator. How many days between the injury and the FIRST medical treatment?": "7 or less",
"Please list the name and location of all medical providers/facilities where the injured party received treatment for their injury:": "Dr. Feelgood - Motley Crue Medical Facilities",
"Is the injured party deceased?": "No",
"What is the date of death?": "",
"email:": "<a href="mailto:noreply@noreply.com">noreply@noreply.com</a>",
"phone:": "2813651245"
}
awesome. would you mind shooting them another test lead? I guess I was wrong about the quotes, but I still do not believe it's on our end at this point
I will do. I'll create a third Test Lead for this final test.
Submitted and it appears to have successfully posted.
awesome! would you mind replying to richard please? I'm in a meeting rn
I'm still in this meeting, but I've got to head out as soon as I'm done. need anything from me?
So what would you say is the next tasks to attack?
the next one for acts. I've been in meetings literally all day today so I haven't sent the kickoff email. I'll do that shortly
I already have the api workbook created with their udfs. let me find it for you
hey, when you get to a stopping point would you please mind looking over all the auto accident fields and everything, and give me a rough eta on having it done? I would like to give richard some sort of timeline
thank you sir. as soon as I have that I'm ready to send the kickoff email
I’m am finishing up a call with my credit union and will take a look at that.
it doesn't have to be down to the minute.. would just like to be able to tell them we'll send them test leads tomorrow afternoon or whatever the eta is
OK I have looked at the Mapped field. We need to add two more fields to our Form:
Was anyone declared at fault on the scene? Who was declared at fault?
Once we have those..., I am going to say I can have this set up and internally tested by tomorrow.
I can have the Client testing done by Noon Friday.
As long as we don't have any connectivity or network issues
in your opinion, what, if anything, can we do to speed up these acts integrations? I'd love to see these similar ones done in a day, day and a half
can we message anthony now and see if he'll go ahead and get those fields added? that way we won't have to wait on him tomorrow
Well..., I think we have set up each automation, so that puts us in a ood place.
I truly believe We can knock each Campaign out in a day.
I really think you're capable of having auto accidents done or mostly done tomorrow
From Begining to Sending leads for verification
I'm gonna tell richard we'll send them a test lead by tomorrow afternoon... you good with that?
Everything is correct in comparison to the Law Ruler Campaign; that will be fine.
ok, awesome! let's get with anthony now about those intake fields please
I can sey the payload up this afternoon.
sounds good! I'll go ahead and send the kickoff email now
can I ask a favor please? I try to let people have their own workflows without me interfering too much, but there's one tiiiny thing that drives me insane lol
when you go live with a pa flow, please just rename it from DEV to PROD instead of making a copy of it. it clutters up pa, and we really don't want 2 versions in case we have to make changes.. the prod would get the changes but the dev version wouldn't, which kinda defeats the purpose lol
and if we ever need to test one that's in PROD then we can use our test mode trick
much appreciated. I know it's petty, so thank you for entertaining my request
Let me make the changes to the PA Flow for Personal Injury and then I will hop on the Payload for Auto Accidents
is med mal approved and live? if so I'm going to close the ticket
It is, but it was reopened when the other campaigns were mentioned in the help desk.
I'm about to call it a day. is there anything I can do for you before I go?
Nope we are good my friend. Finishing up the Payload for Auto Accidents as well as the updates to the email task.
I think we will begin internal testing in the morning.
thank you for another kick ass day! I hope you have a great evening
I made the updates last night and ran a test to Pipedream.
Not at this moment..., I need to correct an array assignment but from there I am off to the races.
OK I found a SLIGHT issue with our LR Form.
They ask if the Injured Party is the Caller. If you select yes, the fields to populate Caller do not show up, however the injured party fields are not being passed into the Caller fields.
I think I may have a work around for this.
if you know for sure that one field will be populated and one won't be you can add them together in your lr email template like <<custom123>><<custom456>> and it should only show the field that is populated
as long as 123 is populated and 456 is empty, and vice versa
Stepping out to meet the wife at Applebee's in a moment.
I am hoping that this last test will get us the info we need.
sounds good. I'm going to be heading out in about an hour. we can catch up whenever we're both back.
Hello Mike…, i am on the phone with the bank again.
I had a successful test to Pipedream before stepping to take this call.
I will be staying late to make sure ACTS get a test lead tonight.
I am trying to get this lien off my account
lmk if there's anything I can do to help, be it work or personal stuff
I’m trying to avoid it, but there may be a chance that I may need to borrow some money from you. I hate to do it but…
… I don’t have anybody else I can rely on.
The automation is working..., however we are not getting all of the data from Law Ruler as expected.
I've been watching our chat with anthony.. is that not an intake issue?
No. I have filled out all the fields for my test lead and the data is not coming across in our email.
hmm.. the only other thing I can think of is the wrong <<custom>> in the email template
I'm really sorry, I was really trying to stay here as long as you were working, but I've got a migraine coming on. I've got to call it a day and go lay down
thank you for everything today. if you need anything at all give me a call
No problem. I am going to plug away at this test and HOPEFULLY we can send something in the morning.
thank you again. if it weren't for that weird intake issue you 100% would have had this one done today.
but you did all you could do, and that's all I ask 🙂
2 of those 7 missing intuit leads were already posted. I found the other 5 and reposted them, just fyi
I think we have resolved the issues of the missing custom fields for Auto Accidents
OK Date of Birth of the lead is my last field to account for and then we are ready to send a test lead over to ACTS.
Nah I got this. I guess start prepping the next campaign
...so here's what our payload is sending Pipedream:
"body": {
"acquiringLawFirm": "ACTS",
"source": "SIL",
"Advertising Referral": "Google Ad",
"caseType": "Property Damage – Residential",
"retainDate": "2024-04-26T18:00:23+00:00",
"firstName": "Ryan",
"lastName": "Test",
"dob": "11/24/1973",
"phone": "8582897819",
"email": "",
"address": "100 Anywhere Blvd",
"city": "San Diego",
"state": "AK",
"zip": "92028",
"Are you calling regarding an auto accident, work accident, or other legal matter?": "Auto Accident",
"When did your accident happen? (DISQUALIFY IF NOT WITHIN THE LAST TWO YEARS)": "04/30/2023",
"Have you hired an attorney for this case?": "No",
"Were you a driver/passenger?": "Driver",
"How many passengers were in your vehicle?": "2",
"Were you injured?": "Yes",
"Â Describe your injuries.": "Whiplash",
"Have you obtained medical treatment? (DISQUALIFY IF NO MEDICAL TREATMENT WITHIN 7 DAYS OF THE ACCIDENT)": "Yes",
"Does the car you were driving have liability insurance?": "Yes",
"Were you performing work duties when accident occurred?": "No",
"Was a police report taken?": "Yes",
"Does the other vehicle have insurance?": "No",
"Do you have insurance on the vehicle? (DISQUALIFY IF NO INSURANCE)": "Yes",
"Is the other vehicle a company vehicle or a rental vehicle?": "No",
"Please describe the damage to the vehicles involved in this crash.": "Rear-ended. Car was totaled.",
"Language": "English",
"Full Name": "Ryan Test",
"Injured Party's Information": "",
"Caller's Information": "",
"Legal first name of CALLER:": "Ryan",
"Legal middle name of CALLER: (Leave BLANK if no middle name)": "",
"Is the INJURED PARTY the CALLER?": "Yes",
"What is the date of death?": "",
"Is the injured party deceased?": "",
"Legal last name of CALLER:": "Test",
"Cell phone of CALLER:": "<tel:(414)263-4958|(414) 263-4958>",
"Alternate phone number FOR CALLER:": "",
"Email address of CALLER:": "<a href="mailto:ryan@brandlytics.io">ryan@brandlytics.io</a>",
"Mailing address line 1 & 2 of CALLER:": "100 Anywhere Blvd",
"Residence city of CALLER:": "San Diego",
"Residence state of CALLER:": "Alaska",
"Zip code of CALLER:": "92028",
"Date of birth of CALLER:": "04/10/1978",
"SSN/Last 4 of SSN of CALLER (optional):": "",
"Cell phone of INJURED PARTY:": "<tel:(414)263-4958|(414) 263-4958>",
"Alternate phone number FOR INJURED PARTY:": "",
"Email address of INJURED PARTY:": "<a href="mailto:ryan@brandlytics.io">ryan@brandlytics.io</a>",
"Mailing address line 1 & 2 of INJURED PARTY:": "100 Anywhere Blvd",
"Residence city of INJURED PARTY:": "San Diego",
"Residence state of INJURED PARTY:": "Alaska",
"Zip code of INJURED PARTY:": "92028",
"Date of birth of INJURED PARTY:": "04/10/1978",
"Was anyone declared at fault on the scene?": "Yes",
"Who was declared at fault?": "The Driver of the other vehicle"
}
OOPS..., Nevermind the thought I was about to say.
So I submitted two leads. One where the injured party was the caller, the one the injured party was not the caller.
The first has finished. The second is running now. They are taking a moment to kick off and process.
I'm getting ready to head out. lmk how that 2nd post went, or if there's anything I can do for you
NP. I wanted to put them in there for when you got back
Do you want to reply to Richard or want me to when I get back?
No problem. Then I am going to head to lunch.
how's it going? I've got to leave a little early today to run some errands, so if there's anything I can do for you please let me know
I have resubmitted the leads with the proper case type.
I am about to start working on Form Integrations
assuming you updated it correctly I think that one is close enough to consider it done
oh hey I meant to ask, before going into the weekend, how's your financial situation looking?
I haven't got the cash that was in my account, but I do have access to my paycheck
so are you good then? don't be going without anything man.. if you need me I'm here... just say the word and I got you
I am good for now. I will let you know though and THANK YOU!!!
I'm heading out bud. anything I can do for you before I go?
Make sure you have a great weekend. I'll finish these forms and come Monday get the next ACTS API done
I'm sure going to try. thank you for yet another kick ass week! I hope you have a wonderful weekend
Thanks man..., I feel like I am coming into my own here.
I think you're pretty much already there man. I only had to do a couple small things for the integrations this week. you literally did 99.98% of the output this week.
and with each integration you're having to ask me for fewer and fewer things
Good Morning Mike. I came in and immediately hopped on this error.
I wanted to resubmit this to see if we get the same error.
I saw that too.. their api endpoint appears to be having issues, and is returning the 404 not found response code
I had a decent weekend, thanks. hope you did as well
I did. Went Hiking and to a food truck festival.
OK. I submitted the test lead. While we wait for a response, I will knock out a few Form Integrations.
Hello Mike. I am going to take lunch a little earlier than normal. I'll be heading out at Noon.
Yes. Aside from one of the Form Integrations not having the Mapped fields necessary to push it to production.
have you got in touch with the MB about it, or would you like me to?
awesome. lmk if there's anything at all I can do for you
Law Ruler is back up so I can respond to ACTS
oh I didn't know it was done. doesn't surprise me though lol
I found the issue with the "Deceased" information not coming through as well.
So if the Caller is the Injured Party..., I hard-Coded "No" as the answer.
I'm going to be heading out shortly. is there anything I can do for you?
No. I am going to knock out the Forms and enjoy a beautiful Monday. It’s not too often that you can say that.
thank you for another kick ass day! you are very much appreciated my friend. have a great evening!
heading out in about 20. how's everything going, and is there anything I can do for you?
Got the LR Campaign Built, Mapping the fields and now I am constructing the pay;oad.
getting ready to head out bud. thank you for everything today! on our stand up tomorrow let's discuss your workload, and see if I can move things around and help you out if needed. have a wonderful evening!
Anytime man. I’m gonna keep working on this power automate file and hopefully before the evening is out, we will have successful test to go to pipe dream.
I sincerely appreciate your effort and how hard you're pushing.. just don't overdo it and burn yourself out please 🙂
Don't know why but I am in a GREAT MOOD TODAY.
good morning! that's so weird.. I woke up in a great mood today too!
I am ready to knock out School Negligence today.
I see your messages on my phone, but o the PC I don't see them until after I post a response
I sent an email to Richard to see if they have UDF's specifically for the referrals Chloe mentioned.
I'm heading out shortly. anything I can do for you?
*Thread Reply:* Sorry for the late response I was in the restroom. No I’m good. I’m gonna knock out these form integrations (some of them) while I wait for a response from Richard.
...the misses mentioned that we have three bills coming in before next week tha we accounted for before the account was wiped out.
I can pay it off within the next 6 weeks
I'm not a bank, I don't give loans. I help friends out when they need it. consider it a performance bonus 🙂
hopefully that takes away a little stress from you and the mrs
If you ever need anythin moved, I'll hop on the Highway with this Truck immediately!!!
how'd everything go today, and is there anything I can do for you?
OK. I am going to head out in about 15 minutes. We never got a response from Richard, so I am going to reach out in the morning.
anytime my friend. thank you for everything you do!
I can't find the right words to explain how happy I am with you!!!
you don't have to say anything man. I'm glad that I was able to help.
have a great evening! see you in the morning to do it all over again
Good morning Mike. Looks like we have the big wigs in today.
I believe Ryan, Cam and Andy. We have reps from Dechello (sp)
I'm I reading Cam's message correctly; We need to get the Forms done?
About to reach out to Chloe and Richard and hop back on the remaining forms after a cup of coffee.
heading out shortly. need anything before I go or get back?
No. We got word from Richard that he assigned the creation of the UDFs and once he gets out of his meeting he'll update us.
good deal. thank you for staying on top of that (and everything else)
I will finish up the Forms and then take a late lunch. Got a friend who just touched down and is headed to their hotel.
yo.. ryan added us to the channel custblxbcl_ext ... please remember that any channel with "ext" in the name means that clients are in that channel, so be careful what you say please lol
I normally don't talk in those channels at all unless I'm directly asked a question
Will do. Everything in those channels is discuss at the least technical basis.
Hey Mike I finished up the Form Integrations. I was wondering if it’s OK if I get out a little early? I didn’t got to lunch to meet my friend as I was only a few Forms shy of being completely finished.
So now I am done and ready for a cocktail.
of course! thank you for getting those forms knockrd out
thank you for everything today. I hope you have a wonderful evening
Thanks man. By the way Hassan starts Monday, correct
I can't find the case type or the referral stuff.. am I overlooking it?
No..., it appears that portion is missing.
literally the only two fields that we absolutely have to send them 🤣
I don't remember the field names for the referral stuff lol
niiice. if you're confident then go ahead and send them a test lead or two
Will do. My second Test Lead need a few more fields populated. I'll do that now and then run those test.
while I have you, I'm heading out shortly. need anything before I go or get back?
No. i am good. Probably head out for lunch at 1:00 PST
Hey Mike. I just saw the response from Richard and I’m slightly confused about his interpretation of what she going to comments field. Is he saying that the payload populate the comments?
As soon as I connect to the Internet, I will go in to address his other questions, but if I read his email is exactly what he’s expecting, then this is news to me.
he's saying that both leads had the same data.. did you hardcode any of the values? or maybe copy/paste when you made the new lead?
I actually pulled those test leads from leaves that were created previously. I can adjust the lead and resubmit them.
this is... weird. it looks like the post was successful, but their system didn't return a lead id
I'm going to go ahead and reply to richard to let him know we're looking into it
would you mind making a couple new test leads please sir?
I guess this is what happens when you try to take shortcuts
the payloads are unique for those 2 leads... on one of the posts SA returned a 200 success, but did not return a sa lead id
I think some wires got crossed on SA's end. that's why I wanted to send a couple more leads just to see what happens
oh please don't forget to change the google ads field too
OK, I will create about five leads and test them through pipe dream. I’ll send richard and everybody else in the integrations helpdesk ticket notice that we will send them test leads Monday morning.
lol shit I literally just sent the email saying we'd send them a couple shortly 😬
I can get them some leads, but it’s gonna be a minute
I'm really sorry man. I didn't mean to jump ahead of you like that
No worries. I just got to get a reliable Internet connection. As a matter fact, I’m headed back to the office.
Don’t. Believe me once I’m done. I’m headed back to happy hour.
oh hey.. we didn't get the chance to talk this afternoon. feel free to give me a call tonight or over the weekend if you'd like
thank you for another amazing week! I hope you have a great weekend
I will do. Also, I’ll try to get you a call if not tonight tomorrow morning
whenever is fine with me. I just wanted to let you know I had not forgotten about it 🙂
Good Morning..., I forgot to call you. I apologize. I had a nonstop weekend.
good morning! and you don't have to apologize... you just said you wanted to talk about something, and I wanted to let you know I'd be available over the weekend if you did want to call
Well it was about Adrienne goin overboard about the new hires and the seating arrangements.
It was straight out of the movie Office Space.
Hey Mike..., I went to lunch and forgot to let you know. Sorry about that.
It looks as if we are for the most part "good" with School Negligence.
Once Richard determines the Field Name for Paid Advertisement, we should be good to go on to the next integration.
All Form Integrations are completed as well.
...eh, I went running this morning and my hamstring and quads are for sure!!!
I'm pretty sure I have everything together for acts property damage. I'm going to double check and then send the kickoff email
Sorry. Didn't see the last question..., No, I am good for now.
I do need to head out shortly to pick up my meds. I was going to do it tomorrow morning, but didn't realize I was completely out
No I am looking at API and Probably diving into the mapping in the morning
sorry to interrupt but I'm heading out in a few so I can stop by the post office. need anything from me before I go or get back?
Sorry to do this but I am missing something with the connection...
Emails are being sent, but Power Automate is not reading the emails to begin the process.
I have devtest@shield-legal.com set up as the connection
This is a good point to break and do the Form Integrations.
...but when you get a chance, can you look to see what I am missing?
your docs aren't attached in your LR automation, so the pa trigger fails bc it's looking for attachments
...and there currently aren't any docs for this campaign.
All Form Integrations have been completed.
Your welcome. Going to finish up the internal testing.
sounds good. what time are you planning on calling it today?
cool cool.. I'll stick around in case you need anything
As Soon as we get a test through..., I may head out.
It ran successfully. I will look at the results when I get home.
awesome. thank you for everything today! have a great evening
No I am good..., I just have the fields mapped out incorrectly. So I am going through every question and adjusting accordingly.
thank you! ping me if you need anything before I return
I am going to take lunch at 2:30 my time.
I'm mobile so I'm not sure if I can view pa but I'll try to check it out
OK. I am going to knock these forms out before I head out for lunch.
All Form Integrations have been completed.
...and the email issue has been resolved: https://make.powerautomate.com/environments/6be2f6fe-91c2-e144-88ab-6b8511a32315/flows/3[…]0e2139c82/runs/08584864057332376289297023744CU57?v3=false
I'm heading out shortly. is there anything I can do for you?
No. I am good. I am going to send the test leads in the morning. Have yourself a great night my friend.
thank you for everything today! have a wonderful evening
heading out shortly for school pick up. need anything from me before I go or return?
Not now. I am about to submit a lead for Property Damage...
...I think we are on or ahead of schedule
If you look in the flow you'll see there was an error when trying to assign the Smart Advocate number.
the case number comes from the json. it doesn't need to be formatted
Beautifully. I was just talking to Desiree, but I resolved the smart advocate number issue and have sent test for both school negligence as well as property damage.
thank you for everything today! text me if you need anything, otherwise I hope you have a great afternoon/evening!
Will do. Enjoy the concert and I will talk to you in the morning
Thank you! I totally forgot to tell you I was leaving 🤦♂️:skintone2:
No worries have yourself a great weekend, man I look forward to the new chapter Come Monday with Hassan.
Oh I'm just doing school pick up. I'll be back shortly
thank you for all your hard work this week. next week is going to be huge. I hope you have an excellent weekend! if you need anything give me a call
I definitely look forward to enjoying this weekend and getting back to work and doing good things. Excited for Hassan to join the team.
Enjoy your weekend. I’m going to get a bottle of my son’s favorite whiskey and do about two or three shots with them before we go to Scottsdale. A great place to hang out by the way.
We're waiting for Hassan but aside from that..., it's pretty relaxed in here today.
It was great..., nonstop, but great. Took my son out for Top Golf and bought him an exclusive bottle of Whiskey.
He's 31..., time to sip liquor and not do shots
It really did. I am glad I got to spend the time.
So..., I don't see a laptop at Hassan's Desk.
We may need to find a conference room for the 9:30 meeting
No everything is OK, but my are is pretty small..., and I wouldn't want to have the laptop blaring while Greg and Corbin are working
I'm getting ready to call it a day, so wanted to touch base with you
I'm heading out bud. thank you for everything today! I'm excited to see how ahsan does, and what you think of him. have a wonderful evening. I'll talk to you guys in the morning
Absolutely. He started to loosen up by the afternoon.
good morning! whenever you get in today, can you please lmk your dob? I'm getting you one of my company credit cards
and is your address still: 761 Calamus Palm Place Henderson, NV (need zip code)
I have seen Richard's response and this will serve as a great mentoring moment.
I think Ahsan is outside, so we haven't spoke yet, but
oh hey.. my son informed me last night that he has a band concert today (he's killing me with this last minute shit lol) so I've got to knock off a little early today
No worries!!! By the way, is Ahsan on our email lis for Help Desk responses?
I made him a HD account yesterday, and I cc'd him on the latest kickoff email
it's the same as it is with us, just make sure he's cc'd (preferably on the first email)
I created a few new channels for different ticket types. that way you guys will only get form and api integration tickets instead of getting flooded with every single new ticket
I really want that domain but idk if they'll come off of it
I'm about to head out for school pick up.. need anything?
No. Doing lunch before hoping on this new Integration
thank you very much. ping me if you need anything before I get back
just a reminder, I've got to head out in a little less than 2 hours
Definitely aware of that. We’re just going to look at insurance bad behavior this afternoon and begin the initial steps or should I say sub task and that integration. We should be good.
Going well. He's about to create the leads for Insurance Bad Faith
did you see caleb's message about his form 🤦♂️:skintone2:
I saw the Header but hadn't read it yet; In the middle of creating an intake.
I'll read it now while Ahsan in in a groove.
he made a ticket and 10 minutes later messaged us asking if we could do it today because it's urgent and they need it by tomorrow
I politely told him we got his ticket and we will get to it when we can
think there's any chance you can get to that today? if not, then first thing in the morning is fine. they really need to give us a heads up on the forms, even if it's just 24 hours
We're going to finish the Lead Creation steps and then I will complete the two.
thank you for everything today. I sincerely appreciate you taking ahsan under your wing. you're destined for great things my friend
I'm heading out in about 20.. how's everything going, and is there anything I can do for you guys?
No. We are performing our internal testing. Once the data is mapped properly we will take our lunch break.
It's Going OK. My email content array for Bad Faith is off so I am manually fixing it
we need to get ahsan prepared for making the field maps and that kind of stuff
I told him I will fix this before re-huddling with him.
I finally got all the sites fixed... I'm calling it a day. is there anything I can do for you before I go?
Sorry. Went to the restaurant and then got called over for a quick conversation. No I’m running the last internal test. I believe we have all of our data correct now, and tomorrow we will begin the QA process.
another strong finish! thank you for everything today.
I did not work on the forms, but I will also work on those in the morning so Ahsan can actually before a few form integrations with me looking over his shoulder.
He’s OK. I can tell he’s ready to work on his own.
I can imagine.. you seem to be making good progress with though
thanks again for everything. have a wonderful evening!
No. I’m at actually getting ready to head to the airport myself. If you need anything, text me or call me. Ahsan is doing rather well. he’s also this afternoon looking at some of the power automate flows as well as waiting on any integrations to come in. He did five of the six that were listed.
I had great mentorship. I told him that if he needs anything that he can hit me up on Slack.
aww well thank you. you made it easy by being a good student 🙂
yo.. what time do you think you'll be back? richard from acts just requested a call...
For today? I guess I can do it now? I’ll be available for a call tomorrow after 11:00 AM tomorrow
it came out of nowhere.. I'm not even sure what he wants
from richard: > Can we have a quick discussion about the integrations outside of the big email group? I have a couple of questions that I think will be easier to discuss in person instead of through email. Maybe just you and me or maybe Dwight as well.
it's all good if you can't make it. I know it's very last minute
That’ll be fine. The only issue is the flight takes off at 3:38 PM but if this is just a quick call, I don’t think there should be an issue.
ohhhh shit idk what I was thinking.. I completely forget you were actually flying out today
Good Afternoon. I am 5 hours into the drive. How’s everything going?
Not too bad. I'm waiting for my kid to get his haircut. Ryan and Cam have been yelling to get a project done so been dealing with all that shit
I’m sorry that the “priority shift” has resurfaced.
Meh it is what it is.. ahsan seems to be doing ok on his own today.. not much going on in terms of integrations today
...getting caught up with emails and sending out request for updates.
...OK. Although those updates were made last Thursday.
yea, some of that's my bad.. richard and I did talk about the integrations but with you traveling I dropped the ball and forgot to tell you guys about our entire conversation
No worries man. I think we're all on the same page. Maybe reading different paragraphs
yea, we're good.. richard was just upset bc it made him look like he was dropping the ball on his end when he really wasn't. I'll get everything smoothed out
Oh..., yeah I could see how someone would come to that conclusion.
you're fine man. I promise. I'll have it cleared up in a few
I told him you weren't being hostile and that we have to bombard them about updates or else we catch shit from cam and our team.. he said he knew you weren't being hostile and that your intentions were good
I am going to update the Law Ruler campaigns for School Negligence and Property Damage to trigger on eSign Final
> Since the change was tested successfully with the Property Damage Integration and the change will be the same on all the integrations, I don't think we need to test the others
OK I am updating Law Ruler and closing them out
I think he is just saying we don't have to send test leads for their existing integrations (after you change it to "source")...
either way though, that's going to save a lot of time and effort on your end
Looks like we hit a fork in the road of prioritizing.
that's what happens when shit is spread across 20 different fucking slack channels and threads, and the proper procedures aren't followed
this is pretty much all on me though.. you guys are good
Well I am going to get acclimated with these documents he just sent over.
I appreciate it. I'm trying to get to the bottom of this shit
fuck and I have to leave in a few minutes for school
man wtf they're throwing you to the wolves... stay focused. try not to stress too much. you are more than capable of handling this, plus you know I've always got your back
Absolutely. I know I can handle this, but damn Tuesdays are so much more impactful for starting new projects.
the reason we have processes in place is to prevent shit like this
...but we always find a way to get the job done
yea man but I'm tired of that shit.. we can't be constantly jumping from one fire to another
I need to get some fresh air.. I gotta head out anyway
if you'd like, I don't mind if you run everything by me first before actually making contact with the client
I didn’t make it to lunch. Cameron stopped by to discuss these two projects that are a high-priority.
He also mentioned that the Wagstaff law integration should have a predecessor or should I say there should be an integration I was done about a year and a half ago that we can use as a template. Do you have any knowledge of this?
no we've never done an api integration for them.. idk where he's getting that from
Greg will tell you..., he LITERALLY told me to email them and ask about this integration.
man I honestly don't know how much more I can take. I know I say that 10 times a week but I'm serious this time.
cam fucking micromanaging and just causing fucking problems.
...yeah. The API document is pretty simplistic (IMHO).
So we're on for a meeting with Wagstaff Tomorrow afternoon
yea I'm trying to find a time now.. of course, my day is super fragmented tomorrow, and the client is in est
what am I missing? how tf does acts fit into this wagstaff stuff?
sorry joe called me. i'm trying to get off the phone
So Ryan is wanting an update on the tasks he assigned yesterday.
So I can't say "...I read your Slack messages." All updates are current.
Looking at this Wagstaff document, I decided to go to Leads.shield-legal.com to pull up the Paraquat campaign
There are multiple Paraquat campaigns listed. Are we going to use the Brandlytics or Mass Tort version?
There was a dramatic build I was performing.
we got our call with wagstaff in about 10.. are you guys ready? anything I can do to help prepare?
I'm going to grab some lunch and step away from the computer for a bit
call or text me if you need anything before I get back
About to start setting up the PA Flow now.
ah shit I just realized I never set myself back to active on slack. I swear I've been here the whole time! lol
I knew you were on..., I thought you wanted to not be disturbed.
oh, yea.. that doesn't work unfortunately. I've still been getting random requests all afternoon
I'm about to head out bud. How'd everything go today?
OK. Ashan is on an automation kick. I'm interested in seeing how that works for us, but I was able to set up the variables we are going to use and tomorrow we will work on mapping the fields and setting up the email content.
If we get that set up..., we're going to knock this out by Thursday niht
oh nice. I'm very interested to see what ahsan comes up with
well, I'm out man. thank you for everything today. I know I say that every day, but I do genuinely mean it. ping me if you need anything, and have a wonderful evening
Thank you my friend. Enjoy your evening.
OK I am going to send a test lead to ACTS for Insurance Bad Faith
By chance have you asked Anthony about the ACTS Fact SHeet?
no they are wanting us to get on a call with him and acts
...and this is planning at the top of the organization.
lol what a mess. I at least know what's going on now though
Good because I am still trying to figure it out...
lol so apparently this is something only doug and/or a couple other people know about.. I thought they wanted us to get on a call for "normal" new integration stuff (which I was against because it would be unnecessary) but the call is actually to establish wtf this is all about
I've got to head out a bit early to get gas.. I'm down to a 1/4 tank so I'll be lucky to make it to the gas station 🤣
anything I can do for you before I leave? I believe I have things sorted out or at least calmed down with the acts stuff
No. I finished creating the webhook for Wagstaff and will huddle with Ashan to map the fields within Power Autmate.
The Test Leads were also sent to ACTS for Bad Faith
Hey on acts from now on please just make and send 1 test lead with all of the fields populated (even if there are fields like date of death)
We've got to figure out something with quality control on the data
so what's going on with acts? why do we keep having data issues, and what can I do to help fix those issues?
yo.. when you get to a stopping point let's jump on a quick huddle before I start wrapping for the day please
shit sorry was on a call with joe. heading that way now
Didn't realize we hadn't added Ahsan to our Pipedream workgroup. I just set up his access. I know you more than likely don't mind, but still want to make sure you know.
Not going to lie, I am on a coffee break wondering where I am going to eat for my birthday.
heading out for school pick up in a few. need anything before I go?
No. When you get back the Pipedream update will be available.
Question for you Mike. Who is our contact for Wagstaff Paraquat? I have a few questions as it relates to the URL for documentation uploads.
I'm not sure who our contact is.. I don't even know anyone from them. however, they are using lawruler, so we can probably figure it out on our end
Do we have a URL for documentation for Wagstaff?
everything should be in cam's slack message https://themedialaboratory.slack.com/archives/C05GHTD7M24/p1716232055639529
So the URL is the same for the payload posting as well as the document?
you should be able to include the docs along with the actual post, and not do a separate post just for the docs
OK. I'm trying to restructure this template PA Flow... 😱
if you need to use a different flow as a template you can.. depends on how long it'll take you to refactor what you have
hey just a reminder that I have to head out early to get groceries. anything I can do for you before I go?
WHen you get back I may want to hop in a huddle to test this API in Postman
Have you had Ahsan look over those posting docs for wagstaff yet? I'm wondering if he has any insight
I mentioned it but I haven't been checking in on it.
I'm interested to see what he can do if just given a set of specs and posting docs
Plus with him having some programming experience he might be able to see a different approach
I'm mobile right now and I have no idea how long Walmart is going to take but if we absolutely need to huddle RN I can from my tablet
No worries. I am here until we get an internal test set up
I'll get back as soon as I can. I'll see if my kid wants to walk home so I won't have to go get him
back. let me get settled in and reply to a few messages
bad faith is missing the email address in the payload lol. even I didn't catch that. I was just looking for fields with no values
I just replied to richard's email to get clarification on the updated udfs
To join the video meeting, click this link: https://meet.google.com/hdq-ywwa-qsh
Otherwise, to join by phone, dial
ugh.. why are we just now being told about field changes when we're damn near ready for production?? 🤦♂️:skintone2:
The pdf is all the questions originally requested to be added to our intake campaign questionnaire
...and we were just now being told, because somebody's being douchey
so is that just showing those fields were not requested?
bc that's irrelevant. requested or not, we need them, so they need to add them
Yes. We will need to get the exact wording for the incident UDFS.
look in some of our other acts pa flows. we've passed those fields in a lot of them.. should be the same field name
but now that we're removing fields this is turning into a clusterfuck
this has set us back so it's not getting finished today (not your fault, you did an amazing job), and the client is closed already
I'm going to be here until 7:00 so I will look up the incident questions and update the payload.
I appreciate the hustle, but don't stay late man. it's friday going into a 3 day weekend and you guys have busted your ass this week.
The misses is working late so I figured I can get a bit more done in peace.
your call, but let the record show I was against it
do we already know which fields are getting removed?
that's a list of the fields to remove correct? not the updated field map?
Correct according to Anthony. Those fields are to be removed.
alright man, I'm about to head out. anything I can do for you?
I don't really drink.. I would come to you to ask that question lol
Touché!!! I will knock these changes out and head out I guess.
thank you for another kick ass week! I hope you have a wonderful, restful holiday weekend. if you need anything you got my number
Removing the fields has now made several fields blank again. I got everything set up, but I’m gonna have to remove some of the fields from the payload. I’ll do that shit Monday before we get back in the office.
you can wait until after our standup to answer cam if you need to
Damn I sent and then deleted the message
Yesterday I was able create python scripts to execute each API Command.
We can pass the values to each field in the and submit the python command and we have been getting success codes returned.
how are we looking on the actual integration though?
This morning I am trying to execute those commands through Power Automate and if successful we can inegrate.
I am hoping to have the process working by within 4 hours.
sounds good. let's try to get it done today now that we have a last minute fucking deadline
Yes, It gave me the option to let him know of the message response
ahh.. well crap. I didn't want anyone but you, ahsan, and myself in that channel. now ryan is going to see every little mishap and question us about it 😕
I thought he was seeing the errors from my test
ryan needs to be removed from our pa slack messages, as does robert since he doesn't work here anymore
obviously not a priority, but whenever we get the chance
OK. Let's set that as a low priority task for later on.
So I am not confident in Power Automate being able to resolve the python issue, so I am going to request about a 1/2-1 hour of your time today to brainstorm how we can utilize the normal posting task to pass data via a payload script.
I think this python script is clouding y'alls outlook on things. just handle it as a "typical" integration
OK. I am adjusting the file to accommodate the normal process
I will do my best to make time for us to discuss today. I've got meetings stacked up though so I'll have to figure out when I can squeeze it in
if you need to drop from the call I think you're good
Question. On the Wagstaff API Doc, there's a variable of Hear which is VENDOR NAME. Is Shield-Legal or AWD what we designate as Vendor Name?
if it wasn't specified then use Shield Legal. we can always change it if need be
OK we have found another update needed for Wagstaff added to the Law Ruler Campaign. Injured Party Name needs to be two fields (First Name and Last Name)
Just saw it but I will. I am also going to post this in my update for Cam and Ryan.
I have successfully submitted a get request to search for a lead have the fields Anthony updated, and I am about to submit the lead to post now.
If successful, he last to Calls are condensed versions of the post. So I believe they will be pretty simple to generate.
Don't worry..., I am heading to San Antonio tomorrow so I was going to work to get this at a point where I could test while in the air.
I'm going to head out shortly unless there is anything I can do for you guys
I am wondering why this condition was not met
If the Body returns a value of 0 it should have performed the task in the Yes section.
hmm.. is it possible the body contains characters that we can't see? like spaces or unicode characters maybe?
if that's the case you can try changing it from body "is" 0 to "contains" 0
that should be a quick way bypass any non-visible characters
you could try creating a variable for the response and use a compose to set the value.. maybe it's something to do with it being an integer instead of string?
I honestly don't see anything wrong with what you have.. it's got to be some kind of weird edge case or something
I'll create the variable and see what's returned.
I'd try changing it to "contains" first.. quick and easy
good morning. sorry, I passes out last night before seeing your last update
Appreciate it, but there's still a bit to do with this. The API is not detailed and you have to experiment to get an answer.
For instance, when uploading documents, they want a Business Name. The document does not provide that info.
Shall I let Cam know we are in need of a few details?
yea please. also find a way to mention that you worked on this until late last night
Also, I think we may need to duplicate the Power Automate that is triggered by a Case being disqualified.
if a case is dq'd we shouldn't need to do anything with it
We will pass the same information as an active lead, but there is one more field that needs to be creatd to inform Wagstaff why this lead was disqualified.
I was assuming this due to the API Call in the document
na.. make the api call, if the lead doesn't exist then add it. if it does exist we shouldn't need to do anything
unless I'm wrong.. I haven't seen anything that specifies what we need to do in the case a lead exists
Here is the info from the API Document:
Process for updating Disqualified Cases that need immediate closure. Endpoint URL: <https://wagstafflaw.lawruler.com/lawruler-parsing.aspx> POST PARAMETERS: LeadProvider = Hear = Key = 6084A579C6CA45059910B47CE286B Status = Signed Retainer Contract CaseType = FullName = CellPhone = Email1 = - **Required Field - if none, leave blank Address1 = City = State = Zip = <5 digit Zip> DOB = custom792 = custom793 = custom794 = custom795 = custom796 = custom797 = custom798 = dupcheck = 0 **custom809 = **This field is the trigger for Cases that need immediate closure – Please include a description of why the case was disqualified after signing
ok, if that is the case I still don't see the need for an entirely separate pa flow. you should be able to do everything in the same flow?
Is there a way to pass the LR Status? I f so, then yes.
there should be a merge tag in LR for the current status
Once we get the information I listed in the Integration channel, I believe we can make this campaign live and then continue to enhance it to address the disqualification call.
Good Morning Hillel,
I have been working on the Paraquat campaign for Wagstaff and I believe we are ready to go live once we address the following issues:
Co-Counsel Case ID - We need the Call Center Code designated for Shield-Legal
Business Name: We need the value that is expected for Business Name as it is a mandatory field necessary to upload the retainer agreement and the Intake Questionnaire.
If you can provide this information ASAP, we can perform our final test to confirm that you are receiving data and documentation as expected.
Dwight M. Thomas, M.S. Systems Integration Specialist
OK I submitted a lead with documentation. I am headed to the airport. Once i GET there I will verify that the lead and document were received.
Upon verification, I will update the campaign to Prod and we can go live.
thank you so much again for putting in this much effort to get this one done
Boarding my flight now. I’ll check to see if they have Wi-Fi on the flight. No one seems to know.
I apologize Mike…, I am 15 minutes away from my mom’s house. As soon as I get there
good morning. I'm so sorry about the clusterfuck yesterday. I'm incredibly pissed off by how they handled that.
I just think it was bad timing..., we got the test lead to process, but Hellel (sp) responded literally as the plane was taking off and the wi-fi was not working. That was the issue that bugged me.
I was told 4 different times to text you asap and let you know about it.. which I didn't do bc you were already going to touch base with me, and everything we needed to know was in all the emails
Well..., today's a new day and they have the info they requested. Hopefully we will get an update first thing today.
ahh I gotcha. I was wondering why you were on so early lol
Yeah, everybody up here gets up at 7 AM plus my mother really didn’t pack anything. Don’t even get me started.
lol I can only imagine.. and I'm sure you being 2 hours ahead is probably fucking you up
Going to pick up the moving truck. I'll BRB.
A Hey Mike, can we push back to stand up about half an hour to an hour?
The truck we rented needs to be replaced
I have another call at that time. not much has changed since yesterday so we can skip it if need be
I pinged ahsan and told him we'd skip it unless he needs anything from me
Hey Mike, I am going to push further on Bad Faith while we wait.
Now I am a bit bothered by the hurry hurry, wait when the ball is in my court attitude.
It won't prevent me from knocking this out, but I wish..., Cam and Ryan were more proactive in getting a response from the client; or at least as proactive as they were in getting a response from me.
they don't know how to do anything without absolute fucking chaos
he told me to push someone, so I asked him to do the same
I'm getting ready to wrap up for the day. is there anything I can do to help you?
thank you so much for all that you're doing, and having a positive attitude about it. I honestly don't know what I would do without you man. I hope you have a wonderful evening. call me if there's anything I can do for you
I’m sorry, Mike I meant to respond to your last comment but dinner was brought in so I had to unload. Anytime man, you know like I said I’m more disappointed in the reciprocation of urgency. Do you know if I can do something for you? I’m going to cause I know if I need you you got me.
I will be periodically working to make sure bad faith is in sync and test internally before I give the go to sending a test to Richard. However, I do want to do that tomorrow.
all I ask is that you please keep doing what you're doing
thanks again bud. I forgot you're in my timezone.. go spend time with the family!
Good morning Mike. I’m gonna need about 15 to 20 minutes before I can get on to address Wagstaff. Unfortunately, I saw Ryan’s message while I was lifting furniture.
good morning. idk why they are pushing us so fkn hard when the client obviously doesn't give a shit
I apologize I got thrown off by the time. Are you guys in the stand-up now?
and of course let me know if I can do anything for you
Good afternoon Mike. We finally got a message from Hillel and he says that they did not receive any information from us. I have screenshots as well as JSON files showing that we successfully posted data to their servers.
I will create illustrated examples of the data we receive once we submit our request. I’ll send those off this evening.
I appreciate it. don't work too late please man. they've pushed us super hard this week, and the client isn't even in office to tell you if your tests are good or bad
Did you read Andy’s email? I guess he is not aware that Hillel is off.
I like Andy but sometimes you gotta let people learn on their own
I'm heading out shortly. anything I can do for you guys?
No. In fact I am about to board my plane
Good Morning. Back in the office and ready to get the day started.
Yeah..., it was a shit show, but it's over.
well be prepared for a shit show around here today lol
@{body('Posttheleadtothebuyer''ssystem_2')?[Lead ID]}
To join the video meeting, click this link: https://meet.google.com/twk-naph-qut
Otherwise, to join by phone, dial
My goodness - This Law Ruler Form is ridiculous. Still filling it out.
Just checked and we are pulling in every number
ahh shit I didn't realize they returned the lead id twice. I'll have to update the code, but I'm in a meeting rn and likely have another one afterwards
I found an array issue as well. I'll fix that now.
hey can you please copy/paste the exact response from wagstaff? just so I don't have to dig through the pa flows
Success Lead #69810 <br/>Lead ID:<br/>69810
ok change "numbers" to "lawruler_id" and it should work now
Well now I see why Injured Party is not populating.
I'm about to head out.. is there anything I can do for you?
No. I provided Hillel with the correct Lead ID. Until then, I am testing Insurance Bad Faith.
awesome. thank you for everything today. I know it was a stressful one. hope you have a wonderful evening
...honestly, it wasn't as bad as I thought it would be. When I have mistakes, I need to learn from them. I had one today.
hey do you already have the updated intake for bad faith?
I am almost finished creating the Wagstaff intake
what should I tell richard in terms of eta? I don't want to step on you or over promise
I can finish the PA flow as soon as I complete this and sumbit a test
tell him to look for a test lead this afternoon then?
OK it looks like one of our documents is not in the proper format
Can we request that a CSV be converted into an excel spreadsheet?
By the way, I’m in the restroom so I can’t see what the email error was for Anthony
fkn lawruler.. how is a document from lawruler not valid to lawruler lol
I'm not sure if pa has a method to do that or not.. csv and excel are not interchangeable
In the meantime, ACTS Insurance - Bad Faith: https://make.powerautomate.com/environments/6be2f6fe-91c2-e144-88ab-6b8511a32315/flows/d[…]b8c0050c/runs/08584839848475065236840642771CU143?v3=false
• "Do we have permission to communicate with the signer via SMS/text messages in order to collect additional information and provide the signer documents for the injured party's potential case?": "", • "Does the signer have an alternate contact number?": "", • "Whose phone number is this?": "", • "What is the name of the friend or relative whose phone number the signer provided?": "",
• "Does the signer have an alternate contact number?": "", • "Whose phone number is this?": "", • "What is the name of the friend or relative whose phone number the signer provided?": "", These were removed from our intake form. let me fix that and check to see the array for "Do we have permission to communicate with the signer via SMS/text messages in order to collect additional information and provide the signer documents for the injured party's potential case?": "",
Here we go:
{
"uri": "<https://eoeakcz5ihdhta3.m.pipedream.net>",
"method": "POST",
"headers": {
"Content-Type": "application/json",
"Accept": "application/json"
},
"body": {
"acquiringLawFirm": "ACTS",
"source": "Google Ad",
"caseType": "Insurance - Bad Faith",
"retainDate": "2024-06-05T22:20:01+00:00",
"firstName": "Randy",
"lastName": "Testing",
"Phone": "(602) 789-6320",
"address": "3641 Wild Willow St",
"City": "Las Vegas",
"State": "NV",
"Zip": "89129",
"email": "<a href="mailto:randy@testing.com">randy@testing.com</a>",
"dob": "10/07/1968",
"Is the affected party currently represented by an attorney for this matter? (MUST BE NO)": "No",
"Has the affected party experienced property damage? (MUST BE YES)": "Yes",
"Does the affected party have INSURANCE on the property in question?": "Yes",
"What is the name of the insurance company?": "State Farm",
"What is the policy number?": "98756321445",
"Has the property damage gone through a claims process with the insurer?": "Yes",
"What is the claim number?": "321945674",
"Has there been any payout from the insurer?": "Yes",
"How much has been paid out?": "$175000.00",
"What, specifically, was the payout for? (Example: New carpeting, remodeling, fire clean up, etc)": "The damage to my lighting and flooring.",
"Has any coverage been denied in whole or in part for the claim?": "Yes - In part",
"What was the reason given by the insurer for not covering the claim?": "No one told us to get platinum coated lamps and ceiling fans.",
"Has there ever been another claim on the same damage in the past?": "No",
"Does the affected party rent or own the property in question?": "Other",
"If other, please specify:": "Added for testing Purposes.",
"How many BEDROOMS does the property have?": "3",
"How many BATHROOMS does the property have?": "1.5",
"What is the approximate square footage of the property?": "1100",
"Please describe to the best of your ability what happened when the damage occurred. Be sure to include details about the events that led up to the damage, the extent of the damage, what happened as a result of the damage, and any other relevant information:": "Electric",
"Agent: was there water damage?": "Yes",
"What type of water caused the damage?": "Category 1: Regular water, Category 2: Gray water, Category 3: Brown/Black\nwater, Unsure",
"Is there also pipe damage?": "Yes",
"Agent: was there flooring damage?": "Yes",
"Is the flooring that was damaged continuous with non-damaged floor? (Connected to with no break; example: carpet that is in a hallway and room that is all one piece of carpet with no cuts or separations)": "Yes",
"Agent: was the damage a result of burglary?": "Yes",
"What police department responded to the burglary?": "Clark County Sherrif",
"Was a police report made?": "Yes",
"Does the caller have a copy of the police report?": "Yes",
"Agent: was there roof damage?": "Yes",
"What material(s) is the roof made of?": "Shingles and Wood",
"Is the roof flat?": "No",
"How old is the damaged roof?": "5 years old",
"As a result of the damages, were any of the occupants required to seek other accommodations?": "Yes",
"As a result of the damages, were any of the occupants required to place things in storage?": "Yes",
"Do we have permission to communicate with the signer via SMS/text messages in order to collect additional information and provide the signer documents for the injured party's potential case?": "Yes",
"Incident State": "Arkansas",
"Incident Date": "05/15/2023",
"Incident Facts": "Added 05-24-2024"
}
}
Let me create a new lead to send and then I will update the Help Desk Ticket.
I'm about to head out.. is there anything I can do for you?
What do you think about me asking Anthony if we can send the .csv file as another format?
I'm honestly not sure what to tell them about that.. idk why they can't accept a csv file. if we have to find a way to convert the file it's going to cause delays
unless anthony knows something we don't, and can have lr switch document types ¯_(ツ)_/¯
Well I will check with him and update everyone. That document issue is the only deterrent we have that prevents us to push this to QA.
sounds good. thank you again for everything today. if you need me for anything give me a call. hope you have a great evening!
In a lot of pain. We've held up going to Urgent Care to see if the pain would subside
The damn Ref Name is on a Third Form page
I just updated the Campaign and the Rep Names came through
Can you let the big boys know that we are good? I will change LR and PA to make them production ready
I'm about to head out bud. thank you for everything today. I hope the mrs is doing ok. give me a call if I can do anything for you.
OK. I don’t know if you’ve seen in Slack…, But Patsy asked me about API. Cameron just sent a note stating that if anybody ask anything about API‘s to send them to him.
I know you are in a meeting but but I wanted to confirm that the AWD integration Andy was speaking of was related to the Fact Sheets Integration Portal ticket.
I'm about to head out bud. anything I can do for you first?
No…, we are GREAT. I had to and a condition to Bad Influence to change State to their abbreviated equivalent
good stuff man. thank you again for everything this week.
Yes. Insurance is bad faith. The Mrs. is good. She has sprained ligaments in her hand and they put a splint on to hold it in place and hopefully reduce the swelling.
Shelley never got back to me. I’m sorry bad faith is the only insurance I’ve been thinking about today.
I hope you're able to get that worked out soon. if I can help you know I'm willing
No worries. It actually had me researching the affordable care act and that shit ain’t as affordable as people think. I don’t qualify because of salary, of course, but if I did…, I’d really be upset.
well, I hope you have a great weekend. thank you again for everything this week! if you need me for anything give me a call
good morning! those are great pics! I'm not sure who lee is, but it looks like a good show
Question for you Mike..., I have been contemplating a method to ask for fields to be added to a campaign for documentation of the request. Ca we assign task to Anthony through the Helpdesk?
not through the hd because he isn't an agent. you could through monday though
I typically ask him through Slack and that isn't the best method.
...I am going to be professional in my response.
I saw it but I haven't had time to process it and reply. he does have some valid points though. things you and I have already discussed
Yes..., However, here is the payload of the last submission
I'm assuming the 40% "missing fields" were the ones that were dropped from the intake?
{
"acquiringLawFirm": "ACTS",
"source": "Google Ad",
"caseType": "Insurance Bad Faith",
"retainDate": "2024-06-07T21:36:49+00:00",
"firstName": "Randy",
"lastName": "Testing",
"Phone": "
I have clicked every radio button to make sure that we answer any and all fields.
Even the attachment he provided, all those fields were populated.
I'd like to know which fields he is speaking are missing.
> I have attached two documents showing the difference in the payloads from May 22 to June 6/7. The missing questions are highlighted in yellow.
the first doc he attached.. all the yellow fields are "missing"
NP. I'm getting the list of missing questions together.
I doubt we're going to hear back from richard today
Well I finished listing the questions removed.
I have also performed the mapping and had the necessary fields missing from our Campaign form added.
how many were missing vs how many were dropped from the intake?
I initially dropped an extra question that will be added back into the payload.
ok.. I think we can explain this one to richard well enough. it sucks because it's a totally valid reason, but since it's happened so much in the past it's going to be hard to save face
thank you for doing that. keep your notes and everything handy, and we'll try to get on a call with richard early tomorrow
I also think having to put Bad Faith on the Back-Burner didn't help in this process too, but we (I) have to move on and be accountable.
We're going to knock this out and the last two campaigns.
yea we'll get there.. we just have to figure out some way to prevent this from happening again or they're going to get tired of dealing with us and go to someone else
I'm wrapping up shortly so if there's anything I can do for you let me know
...I am going to map both ACTS campaigns, but only start one. Doesn't the clock start on the time to complete the implementation once it's moved from pending?
I believe that automation is still active, so yes... but nobody ever looks at that or the board in general lol
use monday however is most efficient for you. don't worry about timers and other stupid stuff I added 🤣
May I take a PTO day for Thursday? It's my birthday.
you know I personally don't care.. but you have to go through the proper channels again now 😕
welp, if you don't need me for anything else I think I'm gonna call it a day
thank you for everything today. if you do need me just holler. otherwise have a wonderful evening
You as well and I will shoot a message to the higher ups on Thursday.
isn't there a portal or something where you have to request pto now?
There was but with this new payroll system...
Good morning Mike. I just spoke with Nick. All is good on that front.
oh.. ok. we were supposed to all get on a call this week to go over everything
Yes. He mentioned that will happen at some point.
I gotcha. did you ever have the chance to figure out the new process for requesting pto?
Yes. Submitting the request as we speak.
here you go:
```Good morning Hillel,
We are finding that the "Dual Rep Pinger" API call, which should provide a lead ID if a lead already exists in your system, is always returning a value of 0. Even when we submit a lead that has previously been successfully submitted. Through our processing, if the return code is zero, our automation considers the lead as a new lead, and then it is submitted.
The Luke Marion Lead that provided no custom fields appears to already exist, but when we ping the system using the "Dual Rep Pinger" API call, we STILL get a return code of 0.
What should we expect to be returned to the automated process for leads that exist?```
the super important urgent email cam is talking about... was sent to him Wednesday, May 22, 2024 at 3:43 PM.......
I'm trying to push that off to tony lol. hopefully it works
So..., what is your take on this:
```Dwight,
I hope all is well. You can disregard the workflow for the dual rep pinger. We typically expect firms to implement it prior to signing, but some have had difficulty building into their internal workflows. If that is the case, you can eliminate it and sign the qualifying claimants.
Let me know if you have any other questions.
Thank you, as always!```
first thought: why the fuck didn't they tell us that at the beginning??!!
OK so I am glad I am not alone in that thought process...
the way I interpreted it is to remove the pre-ping stage altogether and just straight post the lead to them
when you post the lead you'll need to make sure it wasn't rejected as a dupe before trying to upload the docs
OK. I'm going to get me some lunch and work on that when I get back.
Wagstaff is getting the following error:
{
"statusCode": 403,
"headers": {
"Retry-After": "12483",
"Access-Control-Allow-Methods": "GET, PUT, PATCH, DELETE, POST",
"Access-Control-Allow-Origin": "**",
"Access-Control-Max-Age": "3600",
"Access-Control-Expose-Headers": "**",
"Date": "Tue, 11 Jun 2024 20:31:57 GMT",
"Content-Length": "100",
"Content-Type": "application/json"
},
"body": {
"statusCode": 403,
"message": "Out of call volume quota. Quota will be replenished in 03:28:03."
}
}
you're getting that error when posting to wagstaff?
I actually saved the Flow and then when I went to the My Flows page this popped up
I'm heading out shortly. anything I can do to help you?
Damn I am just seeing this. I think I am going to head out now as well.
Good morning Mike. I thought I left my laptop here at the office and it appears I left it at home. I asked Jesse if I could use a laptop.
Creating the new payload for Richard now
I talked with nick. I think he's going to come by today and talk to you
Test Payload:
{
"acquiringLawFirm": "ACTS",
"source": "Google Ad",
"caseType": "Insurance Bad Faith",
"retainDate": "2024-06-12T17:46:51+00:00",
"firstName": "Donovan",
"lastName": "Testing",
"Phone": "<tel:4144443210|(414) 444-3210>",
"address": "3238 North 18th Street",
"City": "Milwaukee",
"State": "WI",
"Zip": "53206",
"email": "<a href="mailto:testing@oryan.com">testing@oryan.com</a>",
"dob": "10/05/1958",
"Is the affected party currently represented by an attorney for this matter? (MUST BE NO)": "No",
"Has the affected party experienced property damage? (MUST BE YES)": "Yes",
"Does the affected party have INSURANCE on the property in question?": "Yes",
"What is the name of the insurance company?": "Liberty Mutual",
"What is the policy number?": "8675309",
"Has the property damage gone through a claims process with the insurer?": "Yes",
"What is the claim number?": "7779311",
"Has there been any payout from the insurer?": "Yes",
"How much has been paid out?": "50000.00",
"What, specifically, was the payout for? (Example: New carpeting, remodeling, fire clean up, etc)": "New carpeting, remodeling, fire clean up, etc",
"Has any coverage been denied in whole or in part for the claim?": "Yes - In part",
"What was the reason given by the insurer for not covering the claim?": "You need to kick in a little cash yourself.",
"Has there ever been another claim on the same damage in the past?": "No",
"Does the affected party rent or own the property in question?": "Own",
"If other, please specify:": "",
"How many BEDROOMS does the property have?": "5",
"How many BATHROOMS does the property have?": "3",
"What is the approximate square footage of the property?": "2850",
"Please describe to the best of your ability what happened when the damage occurred. Be sure to include details about the events that led up to the damage, the extent of the damage, what happened as a result of the damage, and any other relevant information:": "The Rain Came and the flood followed.",
"Agent: was there water damage?": "Yes",
"What type of water caused the damage?": "Category 1: Regular water, Category 2: Gray water, Category 3: Brown/Black\nwater",
"Is there also pipe damage?": "Yes",
"Agent: was there flooring damage?": "Yes",
"Is the flooring that was damaged continuous with non-damaged floor? (Connected to with no break; example: carpet that is in a hallway and room that is all one piece of carpet with no cuts or separations)": "No",
"Agent: was the damage a result of burglary?": "Yes",
"What police department responded to the burglary?": "MPD",
"Was a police report made?": "Yes",
"Does the caller have a copy of the police report?": "Yes",
"Agent: was there roof damage?": "Yes",
"What material(s) is the roof made of?": "Clay",
"Is the roof flat?": "No",
"How old is the damaged roof?": "12 years old",
"As a result of the damages, were any of the occupants required to seek other accommodations?": "Yes",
"As a result of the damages, were any of the occupants required to place things in storage?": "Yes",
"Do we have permission to communicate with the signer via SMS/text messages in order to collect additional information and provide the signer documents for the injured party's potential case?": "Yes",
"IncidentState": "NJ",
"Incident_date": "06/03/2018",
"IncidentFacts": "This is a test to validate that data is being passed into our payload."
}
I don't see anything wrong with that, assuming all the fields are there lol
Hey Mike..., I wan to resubmit an old Wagstaff Lead to test our Dup Leads Change.
richard needs the actual payload so he can send it to sa
na they should just need the payload. they are sending it to sa to see why the incident fields aren't getting populated
I'm about to head out bud. pizza is on the way. anything I can do for you before I go?
Have yourself a great evening and I will be available tomorrow. If you need me to do anything just text me and I’ll bring my laptop with me.
thank you for everything today. have a great evening, and even better tomorrow!
I'm heading out bud. thank you for everything this week. I hope you have a great weekend
I appreciate it, man. Judging by this damn DMV, it’s gonna be a long tedious uneventful weekend. And I guess I’m fine with that.
Have you seen Cam's latest Slack message?
...well if you want me to, I am ready to retrigger those leads.
I honestly don't care anymore. I'm fucking done with it
OK..., Then let me retrigger them to satisfy the King...
resubmitted 9 out of 11 of the missing leads.
...I gotta ask. Was it a bit too much of me to have Cam ask about the Cure API information?
we had a not entirely friendly call a little while ago
do we have a field map for wagstaff? idk where anything is for this shit
I have a mocked up one..., just a moment.
The first two columns are the Intake and Custom fields designated by Wagstaff. The third and fourth columns are fields emailed upon the LR Status update.
they scheduled a call with lawruler to see about the posting issues but didn't invite either of us
I just got called into a conference room.
Actually they are sending you an invite.com
Well looking at the leads…, I am finding instances of the Rep First Name and Last Name is blank.
I informed Anthony that the those fields need to be populated…, but
excellent. something else I'm sure we'll get blamed for 🤦♂️:skintone2:
what really sucks is if we even bring shit like that up we get accused of making excuses
Hey I was just told that Nick, Nick, Tony and Cam are about to speak to Hillel and that I can not be on that call...
bullshit is what it is, and a huge mistake bc you're the only one that knows much about the integration
Hell if you want to talk bad about me..., be my guest. However, I am going to retort.
I don't see any value in me not being on that call.
for real though man.. it's cam being on a rampage. please, please try not to take it personally.
I won't. It's more frustrating than anything.
they saw the 7 leads that were reposted.. got a couple of changes to make and I think we're all good
I'm really sorry about that man. it was totally uncalled for imho.
Just wanted to get an idea of where we were with this campaign.
well bud, I'm finishing my last meeting for the day then I'm calling it. anything I can do for you?
I swear..., it's ridiculous. I am going to head out around 4:30 and decompress with Johnnie Walker.
yea man, I'm just done. I'm physically exhausted due to all this bullshit
and I'm incredibly pissed off about yesterday. that entire situation was handled poorly to say the least
Especially when you come in today and there are little to no updates on Wagstaff this morning
...I am trying to paste JSON into the body field, but the data is not pasting the code.
Deleted the Payload and tried to paste in the new payload..., it didn't work.
weird.. are you sure it's in your clipboard? can you paste it anywhere else?
{
"acquiringLawFirm": @{variables('case_group')},
"source": "Google Ad",
"caseType": @{variables('case_type')},
"retainDate": @{triggerOutputs()?['body/DateTimeReceived']},
"leadid":@{outputs('Split_email_body_into_separate_lines')[0],
"firstName":@{outputs('Split_email_body_into_separate_lines')[1],
"lastName":@{outputs('Split_email_body_into_separate_lines')[2],
"Phone":@{outputs('Split_email_body_into_separate_lines')[3],
"address":@{outputs('Split_email_body_into_separate_lines')[4],
"City":@{outputs('Split_email_body_into_separate_lines')[5],
"State":@{outputs('Split_email_body_into_separate_lines')[6],
"Zip":@{outputs('Split_email_body_into_separate_lines')[7],
"email":@{outputs('Split_email_body_into_separate_lines')[8],
"dob":@{outputs('Split_email_body_into_separate_lines')[9],
"Is the injured party currently represented by an attorney for this matter? (MUST BE NO)":@{outputs('Split_email_body_into_separate_lines')[10],
"Has the injured party spoken to another attorney about this matter?":@{outputs('Split_email_body_into_separate_lines')[11],
"Has the injured party signed any documents with another law firm about this matter? (MUST BE NO)":@{outputs('Split_email_body_into_separate_lines')[12],
"Does the affected child CURRENTLY have a PERMANENT INJURY that occurred at birth? (MUST BE YES)":@{outputs('Split_email_body_into_separate_lines')[13],
"Was the affected child born in the state of California? (MUST BE YES)":@{outputs('Split_email_body_into_separate_lines')[14],
"Is the signer a parent or legal guardian of the affected child? (MUST BE YES)":@{outputs('Split_email_body_into_separate_lines')[15],
"Affected child's date of birth:":@{outputs('Split_email_body_into_separate_lines')[16],
"Affected child must be 7 or younger. If the affected child's date of birth was 8-9 years ago, DO NOT SIGN, complete intake and send for review.":@{outputs('Split_email_body_into_separate_lines')[17],
"Affected child's current age:":@{outputs('Split_email_body_into_separate_lines')[18],
"Is the mother of the affected child currently married?":@{outputs('Split_email_body_into_separate_lines')[19],
"Was the mother of the affected child married at the time when the affected child was born?":@{outputs('Split_email_body_into_separate_lines')[20],
"If yes, was the affected child's mother married to the same person when the affected child was born?":@{outputs('Split_email_body_into_separate_lines')[21],
"Agent: Use a date calculator. Is the child within 30 DAYS of their FIRST BIRTHDAY?":@{outputs('Split_email_body_into_separate_lines')[22],
"Agent: Use a date calculator. Is the child within 30 DAYS of their EIGHTH (8) BIRTHDAY?":@{outputs('Split_email_body_into_separate_lines')[23],
"Agent: Did you tag the case with Immediate Evaluation? (MUST BE YES)":@{outputs('Split_email_body_into_separate_lines')[24],
"Who manages the hospital where the affected child diagnosed with birth injury? (examples: federal hospital/ VA hospital/ military base hospital/ indian health services or in a county/public hospital or other could be religious organization)":@{outputs('Split_email_body_into_separate_lines')[25],
"Agent: Use a date calculator. Was the diagnosis at the government hospital within the last 2 YEARS? (MUST BE YES)":@{outputs('Split_email_body_into_separate_lines')[26],
"Agent: Use a date calculator. Was the diagnosis at the government hospital within the last 6 months ? (MUST BE YES)":@{outputs('Split_email_body_into_separate_lines')[27],
"What was the name of the hospital?":@{outputs('Split_email_body_into_separate_lines')[28],
"Was the affected child DIAGNOSED with cerebral palsy?":@{outputs('Split_email_body_into_separate_lines')[29],
"Was the affected child DIAGNOSED with hypoxic-ischemic encephalopathy or HIE? (high-pox-ick iz-key-mic en-sef-uh-low-path-ee)":@{outputs('Split_email_body_into_separate_lines')[30],
"Was the affected child DIAGNOSED with Erb's palsy?":@{outputs('Split_email_body_into_separate_lines')[31],
"Was the affected child DIAGNOSED with shoulder dystocia? (dis-toe-she-uh)":@{outputs('Split_email_body_into_separate_lines')[32],
"Was the affected child DIAGNOSED with brachial plexus? (brack-ee-all plecks-us)":@{outputs('Split_email_body_into_separate_lines')[33],
"Did the affected child require hospitalization in the NICU for FIVE OR MORE DAYS after birth?":@{outputs('Split_email_body_into_separate_lines')[34],
"Was the affected child born in a depressed state/required resuscitation at birth?":@{outputs('Split_email_body_into_separate_lines')[35],
"Did the affected child require therapeutic hypothermia (head and/or body cooling) after birth?":@{outputs('Split_email_body_into_separate_lines')[36],
"Was the affected child DIAGNOSED with seizures during the first week of life?":@{outputs('Split_email_body_into_separate_lines')[37],
"Was the affected child given anti-seizure medication during the first week of life?":@{outputs('Split_email_body_into_separate_lines')[38],
"Did the affected child require head imaging (ultrasound, CT scan, MRI, etc) after birth?":@{outputs('Split_email_body_into_separate_lines')[39],
"Was the affected child DIAGNOSED with kernicterus (high bilirubin levels causing jaundice/brain dysfunction)? (cur-nick-ter-us)":@{outputs('Split_email_body_into_separate_lines')[40],
"Was the affected child DIAGNOSED with brain damage?":@{outputs('Split_email_body_into_separate_lines')[41],
"Was the affected child diagnosed with meningitis within the first month of life? (men-in-jigh-tuss)":@{outputs('Split_email_body_into_separate_lines')[42],
"Is the affected child deceased?":@{outputs('Split_email_body_into_separate_lines')[43],
"If yes, what state did the affected child pass away?":@{outputs('Split_email_body_into_separate_lines')[44],
"If yes, when did the affected child pass away? (Has to be within 1 year)":@{outputs('Split_email_body_into_separate_lines')[45],
"Full legal name of affected child:":@{outputs('Split_email_body_into_separate_lines')[46],
"Is the affected child deceased?":@{outputs('Split_email_body_into_separate_lines')[47],
"What is the date of death?":@{outputs('Split_email_body_into_separate_lines')[48],
"What was listed as the cause of death?":@{outputs('Split_email_body_into_separate_lines')[49],
"Full legal name of caller:":@{outputs('Split_email_body_into_separate_lines')[50],
"Caller's relationship to affected child:":@{outputs('Split_email_body_into_separate_lines')[51],
"Is the caller legally married?":@{outputs('Split_email_body_into_separate_lines')[52],
"Caller's preferred phone number:":@{outputs('Split_email_body_into_separate_lines')[53],
"Caller's secondary phone number: (Leave blank if none)":@{outputs('Split_email_body_into_separate_lines')[54],
"Do we have permission to communicate with the caller via SMS/text messages in order to collect additional information and provide the caller documents for the affected child's potential case?":@{outputs('Split_email_body_into_separate_lines')[55],
"Caller's email address:":@{outputs('Split_email_body_into_separate_lines')[56],
"Do we have permission to communicate with the caller via email?":@{outputs('Split_email_body_into_separate_lines')[57],
"Caller's mailing address line 1 & 2:":@{outputs('Split_email_body_into_separate_lines')[58],
"Caller's city:":@{outputs('Split_email_body_into_separate_lines')[59],
"Caller's state:":@{outputs('Split_email_body_into_separate_lines')[60],
"Caller's SSN:":@{outputs('Split_email_body_into_separate_lines')[61],
"Caller's date of birth:":@{outputs('Split_email_body_into_separate_lines')[62],
"Does the caller have an alternate contact number?":@{outputs('Split_email_body_into_separate_lines')[63],
"Whose phone number is this?":@{outputs('Split_email_body_into_separate_lines')[64],
"What is the name of the friend or relative whose phone number the caller provided?":@{outputs('Split_email_body_into_separate_lines')[65],
"Do we have permission to contact this person if we are unable to get a hold of the caller?":@{outputs('Split_email_body_into_separate_lines')[66],
"Do we have permission to reference the affected child's case to this person? (We will not discuss this case with anyone without the caller's permission)":@{outputs('Split_email_body_into_separate_lines')[67],
"Did the biological mother of the affected child have prenatal care?":@{outputs('Split_email_body_into_separate_lines')[68],
"Please describe why the biological mother of the affected child did not have prenatal care:":@{outputs('Split_email_body_into_separate_lines')[69],
"When did the prenatal care begin:":@{outputs('Split_email_body_into_separate_lines')[70],
"What is the name and address (at least city, state) of the medical facility where the biological mother of the affected child had prenatal care? (If multiple facilities, list all)":@{outputs('Split_email_body_into_separate_lines')[71],
"What is/are the name(s) of the prenatal care provider(s)?":@{outputs('Split_email_body_into_separate_lines')[72],
"Does the caller have medical records for the prenatal care?":@{outputs('Split_email_body_into_separate_lines')[73],
"Did the biological mother of the affected child have any ultrasounds?":@{outputs('Split_email_body_into_separate_lines')[74],
"How many ultrasounds?":@{outputs('Split_email_body_into_separate_lines')[75],
"Were any of the ultrasounds abnormal?":@{outputs('Split_email_body_into_separate_lines')[76],
"Please describe what abnormalities were in the ultrasound(s). Be sure to include the date and gestational age at the time of the abnormal ultrasound(s):":@{outputs('Split_email_body_into_separate_lines')[77],
"Did the biological mother of the affected child have labwork done during pregnancy?":@{outputs('Split_email_body_into_separate_lines')[78],
"Were any of the lab results abnormal?":@{outputs('Split_email_body_into_separate_lines')[79],
"Please describe the abnormal lab results. Be sure to include what type of laboratory tests were run, the gestational age at the time of the testing, what the results were, what the medical provider(s) said about the abnormal results, and any other relevant information:":@{outputs('Split_email_body_into_separate_lines')[80],
"Was the biological mother of the affected child ever referred to a specialist related to the pregnancy?":@{outputs('Split_email_body_into_separate_lines')[81],
good morning. if y'all need me on the standup please let me know. otherwise I'm going to skip it
Actually pretty good. I have Birth Injury ready to send to Richard.
Wagstaff is operating correctly, but they want to add a step into the process
lol of course they do. glad to hear everything is going smoothly though
Yeah..., we're picking up on the subtle changes
...but for the most part, things are going smoothly
change isn't always a bad thing. I hope that's the case here
I'm doing great man. the past week or so has been a much needed relief. how are you?
They are mapping out the structure of the team.
Workwise..., I have ACTS Construction and Birth Injury waiting for a QA Response.
that's great man. I hope the transition has been smooth
What is the "Other" campaign for ACTS that is listed on the Helpdesk ticket?
I think that was a "catch all" for all their other case types... but I could be wrong. that feels like forever ago lol
OK..., Well I feel like the remaining ACTS campaigns are ready to be implemented.
Question..., I just got an email from American Express. I never received the card. Can you check to make sure no transactions were made on it.
I have a question..., was there an automated process tied to CA Juvenile Hall Abuse - Miller and Associates - Shield Legal?
oh man you know I can't remember what I did yesterday 🤣 have you searched for it monday, pa, and lr?
I am curious why they need a new test lead out of the blue
...so, are you aware that the new guy Shane resigned?
hey! yea, I got the termination request this morning. I haven't heard what happened or why he quit though
he quit because he was "corrected by nick"... I don't think correcting him was the problem, but more likely how he was corrected if I had to guess
I don't know nick very well, but a lot of the interactions I've had with him and other people, he can come off as very aggressive
He's that guy who has a vision on how to improve productivity..., but doesn't acknowledge that processes in place are flowing rather smoothly.
is he trying to force a lot of changes on you guys?
man, I'm not gonna lie.. I'm in the best place mentally that I've been in a long ass time
I am hoping that he and McFadden are going through the phase of being excited for the new opportunity, but will eventually come down from that "I got a new role and now I can change the landscape of the office" mentality.
I'm really sorry to hear that man. if there is anything I can do to help please let me know.
I totally didn't mean to take a dump on McFadden
he seems like a decent guy based on our interactions
The Ward kid is who I am a bit concerned with.
well, he's on our radar.. again, this stays between us
but if you hear or see anything please do let me know
I appreciate it. I really hope things do start getting better. I'm going to be super pissed if Nick pushes you to quit
He won't. I have mastered the art of tunnel vision on my tasks and ignoring the noise around me.
lol man I love and miss your positive outlook on everything
there were many days when you were literally the only thing that kept me going man
...I appreciate that man. You made this job fun..., and then I have a great group of coworkers around me.
He's not going to take that away from me.
I'm glad to hear that. I truly hated to lose the team, but I hope you can understand my reasoning, and know that it had absolutely nothing to do with you
Oh I do. Man your mental health was being tested daily!!! The longer I am here the more I understand!!! I would have told you to step back at some point.
thank you for understanding. my only regret through all of this was losing the team
hey bud. do you remember us setting up 2fa for you on the microsoft pa account?
My Spider senses are tingling..., but I don't remember when we did it or the process.
do you have an app on your phone called Duo? I can't remember which app we used
We received this email the other day from Richard. Do you know which PA Flow this is referring to?
```Hello: I don't know the correct ticket number for this request.
We need to update the integration used to pass sexual abuse cases against LA County to us. For the last month, we have been getting cases from a new Referral (co-counsel) Law Firm. I don't know how you have this set up – one integration with multiple possible referral firms or a separate integration for each.
We need to get this integration set up as quickly as possible. We almost missed a lead this week. The new referring law firm is
FYF Law PLLC
Please let me know if you need any further information.
Thank you.```
Might it be - PROD - ACTS CA Juvenile Hall Abuse (SmartAdvocate)
Good morning. You guys are working today?? That sounds like the correct PA flow
I think it is PROD - ACTS CA Juvenile Hall Abuse (SmartAdvocate)
OK. They want to switch the reference source from "Abir Cohen Treyzon Salo", LLP to "FYF Law PLLC".
...I wanted to reach out to you before I ask Nick, but have we not had any automated updates to campaigns in the past week?
Have you checked the run history of the pa flows? You might be getting rate limited by Google docs
And of course check the data connections on everything
I have been cross-referencing. It looks like, aside for Campaigns we are testing and waiting for sign-off, we haven't had any webhooks triggered.
Are you sure the other campaigns are still active and getting traffic?
Actually..., the last webhooks to run that are not being tested was on July 1st.
Lol good deal. I'll be here if you need me for anything else
Good Morning Mike..., I hope all is good.
I have a question for you. Ben Crump Law - SmartAdvocate - Hair Relaxer - Crump / DiCello is in the On Deck section of Monday.com...
Just getting use to the new guys. McFadden and I are good.
but I was look at Ben Crump Law - SmartAdvocate - Hair Relaxer - Crump / DiCello and was wondering..., was there something we were waiting to hear about this campaign?
I'll be OK. I like what I do too much to let the surroundings get me down.
I honestly can't recall, that's been so long ago. crump is a blx client I believe, so Ryan would probably be the best person to start with
OK..., this Wagstaff campaign is starting to become a pain in our butts.
They have changed the intake questions and no one has information on how to submit a JSON-formatted payload through an API Post.
As of now they want us to pass parameters through a URL...
which crm do they use again? are they the ones that use LR?
have you guys got in touch with our LR contact about it?
Not that I know of..., but I can if you have their info.
I'm not sure who it is. any time I've needed it I just dropped a message in #C05GHTD7M24 asking if someone can provide the info or start a line of communication
Hello Mike..., I need your input on why my automation is not working for PROD - CA Juv Hall Abuse - ACTS - FYF - Shield Legal (SmartAdvocate)
It worked yesterday but today my re-triggering of this campaign but today not so much.
Nevermind..., it wasn't working an hour ago.
lol it got scared because it knew you were asking me 🤣
I think LR may be having some issues today. I've had reports of other users having problems
Have you seen this error in Power Automate before
Start time Jul 11, 03:15 PM (11 minutes ago
11 min ago) Duration 17 ms Error Action 'Whenanewemailarrives' failed Error Details
Out of call volume quota. Quota will be replenished in 01:44:54.
in zapier, we can create inboxes and monitor those instead of polling gmail... I wonder if pa has something like that
...the irony is there hasn't been much automated processes going through over the past few days.
Good Morning Mike. You may have gotten an alert from Microsoft. I am logging into Power Automate and I need s Authenticator code.
good morning. I thought we set that up last week? is ahsan's codes not working either?
Not sure. I am working from Home this morning. My drains are flooded from the rain last week.
ahh I gotcha. one sec, let me get it pulled up. go ahead and login and get to the 2fa screen please sir
are you on the screen that's asking for the 2fa code?
not too bad overall. my fucking car got broken into saturday. thankfully they just got my backpack with my nintendo switch. I didn't have my laptop or tablet, and luckily both of my firearms were on my person. the bitch is, since my car is newer and not that popular nobody has the glass. they've got to order it from the factory
they were ballsy as fuck to.. people in memphis give zero fucks.
https://everhart.cloud/index.php/s/HcEW6wLKRnpDpZW
That sucks!!! ...and those switches are not cheap.
they aren't cheap, but it could have been a lot worse.. if they would have got my tablet or laptop there's sensitive data and work related shit
I called in a favor and got the VIN of that vehicle lol
Yeah the license can be seen clear as day.
if you look at the parking row in front of where I parked there's a "sky cop" that the police department puts throughout the city. now whether or not it's actually functional is a different story lol
The mood is slightly different now that I have moved away from the Usual Suspects (Greg and Mark), but it's getting better.
Any update on the bastards that broke into your car?
na not really.. my tile tracker is still pinging though. the suv they used was stolen as I expected
Yeah..., the plate was visible, so either it was stolen or they were relentlessly stupid.
They were stupid but they weren't putting in effort to be dumb.
Can I get your input on this PA Flow and what is causing the error
> "message": "The response is not in a JSON format.", > "innerError": "Error: Input file is not valid or of the expected type."
check whichever inbox LR is mailing to, and see if the attached documents are viable
What's interesting..., Before I updated the Test Leads Mark created..., I triggered the leads and they worked fine.
When I updated blank fields, then we got errors.
OK Mike I am not seeing the issue. If you have 10-15 minutes I would love to pick your brain.
I'm heading to pick my car up. Won't be back for an hour so
OK. I have to head out in 90 minutes so when you get back if you can hit me up , I'd truly appreciate it.
Hello Mike. If you have a moment, can you look at this payload? It's saying there is a JSON error, but I can't find it.
{
"Lead ID":@{outputs('Email_Rows')[0]},
"Lead First Name":@{outputs('Email_Rows')[1]},
"Lead Last Name":,@{outputs('Email_Rows')[2]},
"CellPhone":@{outputs('Email_Rows')[3]},
"Address1":@{outputs('Email_Rows')[4]},
"City":@{outputs('Email_Rows')[5]},
"State":@{outputs('Email_Rows')[6]},
"Zip":@{outputs('Email_Rows')[7]},
"date of birth":@{outputs('Email_Rows')[8]},
"email":@{outputs('Email_Rows')[9]},
"072.124.001 - Are you currently represented by an attorney for this matter?":@{outputs('Email_Rows')[10]},
"072.124.002 - What is the name of the affected party?":@{outputs('Email_Rows')[11]},
"072.124.003 - Were you placed in a Juvenile Hall in Los Angeles County, CA? (MUST BE YES)":@{outputs('Email_Rows')[12]},
"072.124.004 - Were you sexually abused by Staff member or other inmate?":@{outputs('Email_Rows')[13]},
"072.124.005 - Did the abuse occur under the age of 18?":@{outputs('Email_Rows')[14]},
"072.124.006 - What was the name of the facility that you attended?":@{outputs('Email_Rows')[15]},
"072.124.007 - Agent use: Did the abuse happen at one of the listed facilities?":@{outputs('Email_Rows')[16]},
"072.124.008 - Your DOB?":@{outputs('Email_Rows')[17]},
"072.124.013 - When did the abuse occur? ":@{outputs('Email_Rows')[18]},
"072.124.012 - How long did you attend?":@{outputs('Email_Rows')[19]},
"072.124.009 - What is the name of the abuser?":@{outputs('Email_Rows')[20]},
"072.124.010 - Can you describe the abuser?":@{outputs('Email_Rows')[21]},
"072.124.011 - If shown a picture of your abuser would you be able to identify them?":@{outputs('Email_Rows')[22]},
"072.124.014 - Have you told anyone about the abuse?":@{outputs('Email_Rows')[23]},
"072.124.038 - How many abusers were there?":@{outputs('Email_Rows')[24]},
"072.124.039 - Abuser 1 Sex":@{outputs('Email_Rows')[25]},
"072.124.041 - Abuser 1 Age ":@{outputs('Email_Rows')[26]},
"072.124.042 - Abuser 1 Race/Ethnicity":@{outputs('Email_Rows')[27]},
"072.124.043 - Abuser 1 Height":@{outputs('Email_Rows')[28]},
"072.124.044 - Abuser 1 Weight/Build":@{outputs('Email_Rows')[29]},
"072.124.045 - Abuser 1 Hair":@{outputs('Email_Rows')[30]},
"072.124.046 - Abuser 1 Eyes":@{outputs('Email_Rows')[31]},
"072.124.047 - Abuser 1 Distinguishing Marks ":@{outputs('Email_Rows')[32]},
"072.124.048 - Abuser 1 Other Notes":@{outputs('Email_Rows')[33]},
"072.124.049 - What was the Abuser 1 role?":@{outputs('Email_Rows')[34]},
"072.124.050 - Where did you normally encounter abuser 1?":@{outputs('Email_Rows')[35]},
"072.124.051 - Any other information about your abuser you can share?":@{outputs('Email_Rows')[36]},
"072.124.052 - Abuser 2 Sex":@{outputs('Email_Rows')[37]},
"072.124.053 - Abuser 2 Age":@{outputs('Email_Rows')[88]},
"072.124.054 - Abuser 2 Height":@{outputs('Email_Rows')[39]},
"072.124.055 - Abuser 2 Race/Ethnicity":@{outputs('Email_Rows')[40]},
"072.124.056 - Abuser 2 Hair":@{outputs('Email_Rows')[41]},
"072.124.057 - Abuser 2 Weight/Build":@{outputs('Email_Rows')[42]},
"072.124.058 - Abuser 2 Distinguishing Marks":@{outputs('Email_Rows')[43]},
"072.124.059 - Abuser 2 Eyes":@{outputs('Email_Rows')[44]},
"072.124.060 - What was the abuser 2's role at the facility?":@{outputs('Email_Rows')[45]},
"072.124.061 - Abuser 2 Other Notes":@{outputs('Email_Rows')[46]},
"072.124.062 - Abuser 3 Sex":@{outputs('Email_Rows')[47]},
"072.124.063 - Abuser 3 Age":@{outputs('Email_Rows')[48]},
"072.124.064 - Abuser 3 Race/Ethnicity":@{outputs('Email_Rows')[49]},
"072.124.065 - Abuser 3 Height":@{outputs('Email_Rows')[50]},
"072.124.066 - Abuser 3 Weight/Build":@{outputs('Email_Rows')[51]},
"072.124.067 - Abuser 3 Hair":@{outputs('Email_Rows')[52]},
"072.124.068 - Abuser 3 Distinguishing Marks":@{outputs('Email_Rows')[53]},
"072.124.069 - Abuser 3 Eyes":@{outputs('Email_Rows')[54]},
"072.124.070 - Abuser 3 Other Notes":@{outputs('Email_Rows')[55]},
"072.124.071 - What was the abuser 3's role at the facility?":@{outputs('Email_Rows')[56]},
"072.124.024 - How many incidents of abuse were there?":@{outputs('Email_Rows')[57]},
"072.124.025 - Please explain, to the best of your ability, the events that occurred":@{outputs('Email_Rows')[58]},
"072.124.028 - Did the abuser wear gloves?":@{outputs('Email_Rows')[59]},
"072.124.027 - Was there skin-to-skin contact?":@{outputs('Email_Rows')[60]},
"072.124.072 - Agent Use: What type of sexual abuse occurred:":@{outputs('Email_Rows')[61]},
"072.124.015 - Have you received or have ongoing treatment due to the incident?":@{outputs('Email_Rows')[62]},
"072.124.016 - What kind of treatment? (If applicable)":@{outputs('Email_Rows')[63]},
"072.124.017 - Did you go by another alias while attending?":@{outputs('Email_Rows')[64]},
"072.124.018 - What is the name of your biological mother?":@{outputs('Email_Rows')[65]},
"072.124.019 - DOB of your biological mother?":@{outputs('Email_Rows')[66]},
"072.124.020 - What is the name of your biological father?":@{outputs('Email_Rows')[67]},
"072.124.021 - DOB for your biological father?":@{outputs('Email_Rows')[68]},
"072.124.022 - What is the name of your CASA volunteer/ guardian ad litem?":@{outputs('Email_Rows')[69]},
"072.124.023 - Are you a member of a Native American Tribe, and if so, which one?":@{outputs('Email_Rows')[70]},
"072.124.032 - What is your mailing address?":@{outputs('Email_Rows')[71]},
"072.124.029 - Do you have an alternate contact number? (ask for a relationship to the person)":@{outputs('Email_Rows')[72]},
"072.124.030 - Is it ok for us to contact this person in the event we can not reach you? (confirm yes)":@{outputs('Email_Rows')[73]},
"072.124.031 - Do you give us permission to reference your case to them so they know why we're trying to reach you?":@{outputs('Email_Rows')[74]},
"072.124.026 - Approximate age of abuser at the time of incidents":@{outputs('Email_Rows')[75]},
"072.124.033 - Is the PNC female?":@{outputs('Email_Rows')[76]},
"072.124.035 - Was a report filed for the instances of abuse?":@{outputs('Email_Rows')[77]},
"072.124.037 - Relationship to you":@{outputs('Email_Rows')[78]}
}
Why is my email not being picked up. I have checked everything that usually prevents emails from being retrieved. I don't see an issue.
DEV - CA Juvenile Hall Abuse - Miller - Mattar - Shield Legal
I checked the connection..., Law Ruler's email subject headers, The "when new email arrives" Subject Header
did you open the devtest inbox and check the email itself?
I did not only because I received it in my email. I put both emails in to field
oh ok, then you don't need to check the devtest inbox
double check all of the parameters on your "when email arrives" trigger
the trigger is in pa.. the first step that checks for emails
devtest@shield-legal.com - looks correct to me.
DAMN that was a good troubleshooting moment
I hope everything, work and life, are going well for you
I can't complain. I didn't realize that my one year anniversary is next week.
has it only been 1 year?! it feels like I've known you for years
From the error output, does this read that our quota will not be cleared for another 7 hours?
Does the "DK" in DK Law stand for Darius Khosravian -
ok, I created a new gmail inbox and changed the wagstaff paraquat integration
it's a pretty simple fix.. change the connection and recipient in the pa flow, and then add the new email address to the recipients in lawruler
I can make that change. Can you send me the authenticator code so I can log into PA
If Authenticator ask for a code it is 41
oh and also in the pa flow trigger change it to check the inbox every 5 minutes instead of 1
hopefully that will buy some more time before gmail rate limits that address
Is the Powerautomate001@shield-legal.com the new connection?
Looks like it's been updated in LR and PA
wagstaff has.. I did that one. I haven't done any others though
you got it from here? I'm about to head out (again lol)
Thank you. It’s been a really good year.
I'm truly glad to hear that man. the time really did fly by
Thanks man!!! I feel appreciated and valued here and I haven’t felt that way in a long time.
Do we no longer have access to https://help.shield-legal.com/
it's a time consuming pain in the ass to setup a help desk
I guess I am confused on how I will be able to get the old help desk entries.
I am in there now and I am not seeing the help desk entries at all
the default view is filtered to only show integrations
click the little funnel icon in the top left corner to change
it's all the same help desk, we just set it up so that integrations used portal.shield and employees used help.shield
yea that's the one caleb just asked about in that group chat
I need to move the actual form over to portal.shield
How do you do that? I did see that this form is not in Zap yet.
I'll have to look.. it's been a minute since I set all of that up. I feel like it was kind of a pain in the ass to do lol
I'll check it out this afternoon. my kid started back to school today so I've got to run pick him up
Good Morning Mike. By chance have you received a code in the Authenticator App?
I don't receive codes. they're generated by my 2fa app.
you guys really need to get 2fa setup on that account lol
Hello Mike can I get your input on a Email Content issue?
I just didn't want you to talk shit about anyone not realizing that was a group chat 🤣
...where is Caleb's Form Integration located?
Hmm.. It has to be in Zapier unless he hasn't made it yet. Or maybe he didn't share it? Ping him and ask
ACTS Testing Itinerary:
- Insurance Bad Faith - ACTS (Lead ID: 568959, SA Case Number: 244553)
- Construction Defect - ACTS (Lead ID: 568987, SA Case Number: 244609)
- Birth Injury - ACTS (Lead ID: 569107, SA Case Number: 244568)
- School Negligence - ACTS (Lead ID: 569196, SA Case Number: 244574)
- Property Damage - ACTS (Lead ID: 546071, SA Case Number: 244581)
- Medical Malpractice - ACTS (Lead ID: 569613, SA Case Number: 244593)
- Personal Injury – ACTS (Lead ID: 569641, SA Case Number: 244600)
Can you think of any other ACTS Campaigns that have been worked on by us?
I believe that's all of them but you might want to look through the done column in monday
I am working on PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal and I was wondering if you knew who I need to speak to about getting the credentials to post leads.
good morning! sorry, but I've never heard of lakin/afg.. I'd send a message in #C05GHTD7M24 to ask
it might also be a good time to establish the point person for those types of questions
Next question..., are the marketing source and the referral source considered the same category?
not sure what you mean by category, but sometime (most times?) the marketing source is different than the referral source
Didn't know the proper phrasing as far as description of the each field.
Is this one of those instances where we have to put all of the payload data into the summary field?
I honestly have no clue.. it looks like it's on their end though. like their server returned a 200 code but an empty body
I know that there are issues with the intake questions that we originally had versus what we have now. I’m waiting for Nik to get in to see if there’s anything that he needs me to do.
one of the nicks is on vacation apparently. I need to get up to speed on wagstaff
Nick Ward is in town although not at his desk now.
Good Afternoon Mike..., can I pick your brain on this issue: https://make.powerautomate.com/environments/6be2f6fe-91c2-e144-88ab-6b8511a32315/flows/c[…]70acb16e6/runs/08584779362300111146043120720CU71?v3=false
We are failing on this Flow because the successfully returned message for posting states that "No Information Passed".
you aren't setting the content type header in your post. check out some of the other smart advocate flows
I knew your seasoned troubleshooting skills would knock this out!!!
Good Morning Mike..., do you have about 15-30 minutes today? I am working on PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal
hey bud. I'm booked pretty solid all day.. what issues are you having?
Hello Mike..., by chance do you have the password to the data@shield-legal.com gmail account?
Hello Mike..., If you have a moment can I pick your brain?
I am working on this Campaign for Vogelzang and while we are getting a 200 message that the payload processed, we get no response code back.
Have you ever worked on a Vogelzang campaign or a Law Ruler to Salesforce campaign?
do you know what response it should be returning? I'm guessing a record id?
IT's what I would assume, but when I asked the Data specialist, he didn't answer the question.
lol did you guys hire a DS or do you mean on the client's end?
I don't see anything obviously wrong on your end.. you'll probably have to contact salesforce support since it at least appears to be on their end 😕
Yeah that's what I was thinking as well.
life is pretty good, can't complain much. I've got time and energy to work on other projects, including some passion projects. I just put together my ai/machine learning rig this weekend. it was a blast, but cost a fuckin arm and a leg lol
I'd tell you that you're missed, but you should know that
I miss working with you daily. you were the one thing that really kept me going.
Good Afternoon Man..., I once again need your eyes on something.
The upload document process does not complete.
I checked the Law Ruler Campaign and the attachments are properly enabled
I literally just changed it to see if the process would complete
It ran successfully. I just switched it back.
Yes. I enabled the includeAttachments setting. It's running now.
I think it has something to do with how you're filtering the docs somewhere around the "check for csv" action. I can't nail it down yet, but I feel like I'm close
...have at it, and when you need me just shoot me a Slack.
Nah man!!! To have my voice of reason in this place still available..., I am VERY THANKFUL!!!
are you 100% certain that the category and subcategory is correct in the "upload doc" action?
I did see something I've never seen before, but that could just be because I never had a reason to look for it
Hello Mike..., by chance do you have the google password for data@shield-legal.com
When this flow gets to the Upload Process, it freezes. Am I missing something?
yo.. checking this now. sorry was working on something else
No worries..., How are you doing my brother?
can't complain, just busy with work and life stuff.. you know how it is.
on that last one I helped you with, when our final decision was that it was on smartadvocate's end... did you get that figured out? it seems very similar to this situation
I have something I need to send you... 👀
gotcha.. in that case send to: 1403 Rich Rd West Memphis, AR 72301
...and I will. Getting caught up on a few issues.
Good Morning Mike..., I hope you are having a great start to the New Year.
My blood pressure..., YOU ARE SEVERELY MISSED!!!
We are getting work done, but these guys could use several courses in how to manage staff.
Too much to discuss on that end..., I do have a Smart Advocate question that I hope you have insight on.
We are trying to post to smart advocate and there appears to be two classifications of fields. ..
We need to be able to post to both but our current API posting methods are only posting to the User Case Fields.
hmm.. I've never heard of group fields before. that must be something new, or something we hadn't ever used
...user case fields are defined for the specific campaign they are configured for.
Group fields are fields that are reusable in multiple campaigns.
"What is the Abuser's Name" can be used on multiple campaigns so it is being defined as a User Group Field.
sorry had a meeting start right as we were talking. those sound like the custom fields that what's his name at smart advocate had to tell us what the field names were
yep. It sounds like we had this issue with Meadow.
Good afternoon Mike. Will we (I) need to make the updates you sent to Cam earlier? I am trying to understand exactly what I need to do.
hey bud. best I can tell it looks like the MBs will have to add new field(s) to their tt native forms, and you guys will need to update the zapier integrations to grab the new field and post it with the other data you're already posting
I would get with the MBs and coordinate with one of them (maybe Max?) and have them add the new fields either to one of their existing tt forms or a new form just for testing. then he can submit a test lead, and you can capture it in zapier and get the new field name
That's what I thought. I reached out to Caleb, Jack and Maximus.
nice. lmk if you need any help. that stuff is super urgent and time sensitive
hey bud. were y'all able to get those form updates done for the one-to-one consent?
Damn I am sorry I am just seeing this. I am going through all of the updates to Zap files done this morning but I believe we got them.
all good bud. I figured y'all were busy. I hate to even ask about it, but cam brought it to me and I told him I'd make sure it was done. me and my big mouth lol
No worries man..., the media buyers don't let me know when they've updated a form integration so I have to go back and check on them.
Good afternoon Mike..., do you know who's initials these are? The are tied to media buyers:
HA, AR, BH, UO
yo.. looking through the user list i'm assuming they're Hamik Akhverdyan Andy Rogers Brian Hirst couldn't find uo
yo! do you know if we work with the firm Cushman & Wakefield?
Cushman looks familiar..., let me confirm
no worries. thought it sounded familiar. thanks for looking!
yo is that call this afternoon just you and me or what's up?
Let me see if Nick wants to be part of the meeting.
financials@tortintakeprofessionals.com
zM{`L3U}W7G5
I found the documentation buried in an email thread
Would you like to get Maximus in a huddle? I got him on Slack right now.
Can schedule for early tomorrow. I have 1 other call already
Would you like for me to set up a meeting in the morning?
idk who is spearheading this project but they need to get shit in order lol
did the project just get put on hold or was that something else??
No. NEC2 is still active. NEC and Hair Relaxer campaign has been put on hold.
I'm so fuckin confused lol. this project is all over the place
we might even be talking about separate projects.. yan wasn't even on our emails with nitido about the native forms
I see you guys had a meeting this morning about Meta. What were the main points of discussion and has Jack completed the first steps of the process?
yea fabian just brought me up to speed on the project. and looking in our new channel jack has completed the oauth steps. we're just waiting to hear back if everything was successful
I'm back after traveling home..., I see there are several updates for Niidio
I'm waiting to hear back from fabian to get me everything to do the web form integration. I believe they sent, or will be sending, a test lead into leadspedia.
OK. Once we have that info, I will shift my priorities towards this.
gm. btw, unless there are other parts of this nitido/meta project I don't know about, I haven't seen anything that would require any work from you. most of the work is done on the landing pages or require a bit of coding. I haven't seen anything in terms of "integrations". don't hold me to that though.. that's just what I've observed thus far.
I think they want me t get an understanding of the process. Good Morning man.
I think they want me t get an understanding of the process. Good Morning man.
well like I said, unless there's something else to it.. there's not a whole lot that needs done. the media buyer(s) have to authenticate and share their meta account, and then we just drop a little javascript snippet on the landing page. it's all super simple in theory at least.
once we get the first one setup and working I'll have a better idea, and will be able to give you a better answer