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Best answer

Action on Pipedrive to multiple Deals given a uncorrelated Trigger

  • 5 April 2021
  • 4 replies
  • 146 views
B
Userlevel 1

Folks,

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.

icon

Best answer by Troy Tessalone 5 April 2021, 00:21

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.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Bgiacomo 

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

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

@Troy Tessalone , thank you very much for the hint!

At the Webhook app, should I “retrieve poll” or “Catch a Hook”?

Troy Tessalone
Userlevel 7
Badge +14

@Bgiacomo 

You’ll use the Webhooks app as an action in the Zap, since the trigger would be Schedule: https://zapier.com/apps/schedule/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
AndrewJDavison_Luhhu
Userlevel 7
Badge +10

@Bgiacomo 
Just checking in to see if you still need help with this? 

We're Zapier Certified Experts - we help businesses do cool stuff with automation | www.luhhu.com
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