Dynamic Action Field Generation from Metadata Endpoint (Custom App)

Hello Team,

We have implemented a metadata endpoint in Mokapen CRM, and it is successfully returning all field definitions, including custom fields.

We would like to know if there is any supported schema format for Custom Apps that automatically generates Action mapping fields from the metadata response, similar to HubSpot's Properties API integration.

Our goal is to have both standard fields and custom fields loaded dynamically in the Action Setup without manually creating fields in Pabbly.

Could you please clarify:

1. Is there a specific metadata response format required for automatic Action field generation?
2. Can custom fields be automatically loaded from a metadata endpoint in a Custom App?
3. How does HubSpot achieve dynamic field generation in Pabbly?
4. Is there any documentation or example available for implementing this functionality?

Our metadata endpoint is already returning all field definitions successfully, but the fields are not being generated automatically in the Action Setup.

Any guidance would be greatly appreciated.

Thank you.

Best Regards,
Sam

Hello Team,

I am working on a custom app integration for Mokapen CRM and need some clarification regarding dynamic field generation in Action Setup.

We have already implemented a metadata endpoint that successfully returns all entity fields, including custom fields. However, the fields are not being generated automatically in the Action Setup.

We noticed that integrations such as HubSpot automatically display both standard and custom fields dynamically. We would like to implement similar functionality in our custom app.

Current Setup

• Metadata endpoint is working correctly.
• Standard and custom field definitions are returned successfully.
• OAuth connection is working.
• Actions are configured and working correctly.

Requirement

• Standard fields are displayed automatically.
• Custom fields are displayed automatically.
• Newly created custom fields become available without manual configuration.
• Users can map fields dynamically in workflows.

Questions

1. Is there any supported schema format for Custom Apps that enables automatic Action field generation from a metadata endpoint?
2. Does Pabbly support dynamic field generation for custom apps similar to HubSpot's Properties API integration?
3. Is there any specific response structure required for metadata endpoints?
4. Can custom fields be loaded dynamically in Action Setup?
5. Are there any examples or documentation available for implementing this functionality?
6. If automatic generation is not supported, what is the recommended approach for handling dynamic custom fields in a Custom App?

Any guidance from the Integration Team would be greatly appreciated.

Thank you.

Best Regards,

sam

I would like to request a short meeting regarding dynamic custom field support in Pabbly Custom Apps.

Our metadata endpoint is successfully returning all standard and custom fields. We would like to understand how to automatically generate Action mapping fields, similar to HubSpot's dynamic field mapping.

Could we schedule a short discussion to review the implementation and recommended approach?

Please let us know your availability.

Thank you.

Best Regards,
sam

Hello Integration Team,

I would like to request a short meeting regarding dynamic custom field support in Pabbly Custom Apps.

Our metadata endpoint is successfully returning all standard and custom fields. We would like to understand how to automatically generate Action mapping fields, similar to HubSpot's dynamic field mapping.

Could we schedule a short discussion to review the implementation and recommended approach?

Please let us know your availability.

Thank you.

Best Regards,
sam

We would like to understand whether there is a supported way for Custom Apps to automatically generate Action mapping fields from the metadata response, similar to HubSpot.

Our metadata response already contains all standard and custom field information, and Pabbly is receiving it successfully. However, the custom fields are not being generated automatically in the Action Setup.

Could you please guide us on the recommended approach for enabling automatic custom field generation and dynamic mapping?

Thank you for your assistance.

Best Regards,
Sam

Hello @samm,

Thank you for reaching out.

We noticed that multiple forum threads have been created for the same query. We understand that you are looking for a timely response; however, we request that you please allow us some time to review and respond. Creating multiple threads for the same concern may lead to duplicate discussions, so we have merged them into a single thread for better tracking.

Since your query regarding dynamic custom field support in Pabbly Custom Apps requires a detailed discussion, it would be best to connect over a Google Meet.

You may book a convenient slot using the following link:

https://calendly.com/d/dzzn-ggy-672

We look forward to discussing your use case and assisting you further.

Hello Preeti Paryani

Thank you for the update.

If possible, could we please schedule the meeting on 10 June instead of 11 June?

Please let me know your availability on 10 June, and I will be happy to join at a convenient time.

Thank you.

Best Regards,
Sam

Thank you for the meeting invitation.

Would it be possible to schedule the meeting on 10 June instead of 11 June?

We would like to discuss the following topic:

• Whether there is a supported way for Custom Apps to automatically generate Action mapping fields from the metadata response, similar to HubSpot.
• Our metadata response already contains all standard and custom field information, and Pabbly is receiving it successfully.
• However, the custom fields are not being generated automatically in the Action Setup.
• We would like guidance on the recommended approach for enabling automatic custom field generation and dynamic mapping.

Thank you.

Best Regards,
Sam

Please send an email to [EMAIL][email protected][/EMAIL], where our Integrations Team can assist you with your custom app-related concerns.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com

Hello Arshil,

Thank you for your response.

I have already emailed the Integration Team regarding this issue, but I have not received a response yet.

This is currently urgent and blocking our implementation. Could you please help escalate this request to the Integration Team or advise on how I can get a faster response?

Any assistance would be greatly appreciated.

Thank you.

Best Regards,
Samm

I hope you are doing well.

I would like to request a meeting regarding dynamic custom field support in Pabbly Custom Apps.

We are integrating Mokapen CRM with Pabbly and would like to understand how dynamic fields and custom fields can be automatically generated in the Action Setup, similar to how HubSpot displays both standard and custom properties dynamically.

Our metadata endpoint is already returning all field definitions successfully, including custom fields. However, we would like guidance on the recommended approach for enabling automatic field generation and dynamic mapping within Pabbly.

Could we schedule a short meeting to discuss:

• Dynamic field generation in Action Setup
• Custom field support for Custom Apps
• Metadata endpoint requirements
• HubSpot-like dynamic field mapping functionality

Hey @samm,

Our team has already responded to you via email from [EMAIL][email protected][/EMAIL]. We recommend continuing the conversation through that email thread, as the Integrations Team is better equipped to assist you with custom app-related queries and provide the necessary guidance.

Thank you for your understanding.

Hello Preeti,

Thank you for your response.

Hey @samm,

It seems that you have booked a meeting with us. We are currently waiting for you to join.

Kindly join the meeting using the following Google Meet link:

https://meet.google.com/sfm-wrmw-eic

We look forward to speaking with you.

Hello Preeti,

Thank you for the follow-up.

I have already connected with the Integration Team regarding the dynamic custom fields requirement. They shared the documentation, and I will review it and try the implementation today.

Currently, I am on emergency leave. If I am unable to complete the setup or have further questions after reviewing the documentation, could we schedule a meeting tomorrow to discuss it further?

Thank you for your support.

Best Regards,
Samruddhi
Mokapen CRM

Hello @samm,

Thank you for the update.

Since you are already in direct contact with our Integration Team regarding this requirement, they will be the primary point of contact for this particular concern going forward.

If you face any issues while implementing the solution, have additional questions, or would like to schedule another meeting, please feel free to reach out to the Integration Team directly. They will be happy to assist you further and arrange a meeting if required.

As this concern has now been handed over to the Integration Team, we will be closing this forum thread from our end.

We wish you all the best with the implementation.