I've been thinking for weeks in a way to Trigger a Zap every month (using Time/Date Trigger) and do an action in Pipedrive for all Deals that meet certain criteria (e.g are in certain stage of the funnel).
One of the ways I tried to workaround was (i) triggering > (ii) trying action FIND A DEAL with the specific stage > (iii) Add an activity to theses deals. However, FIND A DEAL seems to work as a VLOOKUP in Excel, in which only one output can be the answer, when more than one output is found, it gives an error message.
Anyone has any ideas on how can I workaround this? It is a routine that I must run every month with the deals that match that criteria. A DEAL filter does not sound a good answer because the same deal would only receive the activity once.
Best answer by Troy Tessalone
To return multiple Deals, you’ll have to leverage the Pipedrive API: https://developers.pipedrive.com/docs/api/v1/#!/Deals/searchDeals
This can be done via the Webhooks app: https://zapier.com/apps/webhook/integrations#triggers-and-actions
Once the list of Pipedrive Deals is returned, you can use the Looping app: https://zapier.com/apps/looping/integrations#triggers-and-actions
NOTE: This is a more advanced Zap configuration, so if you need help you can hire a Zapier Expert here: https://zapier.com/experts