About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Handling Multiple Actions / Updates

  • 19 November 2020
  • 6 replies
  • 182 views
D

So we have an interesting situation - trying to update our CRM (PipeDrive) to sync with ActiveCampaign (for marketing).

Basically, we need to do the following:

  1. Find/Update Customer (by email)
  2. Find/Update Company (by Name)
  3. Find/Update Deal (by deal name)

We can use a path for the first step (i.e. if customer found, update, otherwise create new) but with the limitation of only being able to use one “path” has anyone figured out how to handle this?  

And since each item needs the previous (i.e. company needs a customer and Deal needs a company and customer), I can’t run these as separate zaps.


What we really need is a way to daisy chain zaps!

icon

Best answer by Troy Tessalone 19 November 2020, 20:59

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Userlevel 7
Badge +14

You can have Paths within Paths.

Paths can have 3 levels with 3 routes.

Example: Path 1 with Path 1.A, 1.B, 1.C with Path 1.A.1, 1.A.2, 1.A.3

 

You can use Webhooks to trigger another Zap: https://zapier.com/apps/webhook/integrations

Thus creating a daisy chain.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

Zap Steps

  1. Trigger: ActiveCampaign - ???
  2. Action: Pipedrive - Find/Create Company
  3. Action: Pipedrive - Update Company (uses Company ID from Step 2)
  4. Action: Pipedrive - Find/Create Person
  5. Action: Pipedrive - Update Person (uses Person ID from Step 4)
  6. Action: Pipedrive - Find/Create Deal
  7. Action: Pipedrive - Update Deal (uses Deal ID from Step 6)
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

PD and AC have an integration that might be worth exploring.

https://help.activecampaign.com/hc/en-us/articles/360013357320-Sync-contacts-from-ActiveCampaign-to-Pipedrive

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

[ADVANCED] If you’re trying to go PD > AC then you’ll have to use the AC API: https://developers.activecampaign.com/reference

This would require a lot more logic built into the Zaps and the use of Webhook action steps or Code steps in the Zap.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

AC and PD have a native integration that may be worth exploring: https://www.activecampaign.com/apps/pipedrive

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D

[ADVANCED] If you’re trying to go PD > AC then you’ll have to use the AC API: https://developers.activecampaign.com/reference

This would require a lot more logic built into the Zaps and the use of Webhook action steps or Code steps in the Zap.

Thanks this is a good answer - but we are trying to go PD > AC so it would require a bit of custom coding which is ultimately what we’ll probably end up doing.  I just wish Zapier would provide the same integrations - i.e. you can “find/create” a company in PD but not in AC.  (In AC it’s two separate steps).

Terms & Conditions