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Copper: Update Company when Opportunity is Won

  • 5 April 2022
  • 1 reply
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Userlevel 1

New to Zapier here and trying to set a Zap to update a specific Company custom field in Copper (only if blank) when an Opportunity in a specific pipeline is won. 

What exactly? When an opportunity in our sales pipeline is won, check the company record to see if the custom field “partner since” contains data. Only if blank, fill in the current year.

My Trigger is set to an Updated Opportunity Status in Copper.

I know I need to use a filter, but keep running into an issue at my filter test. My test succeeds when I have only the first filter pictured in place, Pipeline ID exactly matches 605135, but when I add status exactly matches Won, the test fails. Any tips on what I may be missing here? We definitely have won opportunities in this pipeline.

Next Question - is it possible to add a filter to move forward only if the corresponding company record custom field is blank? I am trying to add this filter but am not seeing any of my custom fields on the company record as an option. I only see standard Copper fields to select from.

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Best answer by Troy Tessalone 5 April 2022, 17:03

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1 reply

Userlevel 7
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Hi @vChief 

Good question.

When you manually test a Filter step it uses the sample data from previous steps, so whether the Filter conditions would pass or not is dependent on your test data.

Here’s a help article about how to change the trigger test data: https://zapier.com/app/get-help

You can try turning the Zap ON and testing, then check your Zap Runs to see the DATA IN/OUT for each step: https://zapier.com/app/history/