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  • How can I set up a Zap to send a one-time SMS when an item in Podio updates to a specific stage?

I need help with a simple setup.

 

When my podio updates to our collecting docs stage, we want to send an SMS 1 time to the client with an update. 

But I have to use the update item trigger, so anytime there's an update while in the collecting docs stage, it keeps sending an SMS. Is there a way to send the trigger 1 time?

Hi @DeGerrian Evans,

If Podio returns the data of the updated event. You might want to try adding a Filter by Zapier step after the trigger.

You can learn more about Filter by Zapier here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters

Hopefully, this helps!

Setting up a filter for what exactly? Is there something specific in the return I should filter that's for the 1st trigger that stops duplicate trigger.

Hi @DeGerrian Evans,

it looks like you’ve reached out to our Support Team about this and they replied today with a suggestion. I’ll share details of the suggestion here in case it’s helpful:

Based on the details you've shared, it appears your Zap is triggering every time an update is made to the Podio task, not just when it reaches the 'Collecting Docs' stage. This is likely because the 'Updated Item' trigger in Podio is designed to activate every time any change is made to an item.

To avoid this, here's a workaround that you can implement:
1. Add another field in Podio for 'SMS Sent' and set it as a Yes/No type field.
2. Modify your Zap to include this new field as part of the filter stage. The Zap should only proceed if the 'Deal Stage' is 'Collecting Docs' and 'SMS Sent' is 'No'.
3. At the end of your Zap, add an action to update the 'SMS Sent' field to 'Yes' in Podio using the 'Update Item' action.

By doing this, the Zap will run only once when the item moves to the 'Collecting Docs' stage and won't run again for the same item since the 'SMS Sent' field will be updated to 'Yes'.

Please try this solution and let me know if it resolves the issue. Thank you for your help! Looking forward to your reply.

If you’ve got any questions regarding their suggestion it would be best to continue the conversation with them over email. If you can’t locate their reply I’d recommend searching your spam/junk folder or searching your inbox for any emails from zapier.com in case. Sometimes their emails can end up in the spam/junk folder by accident.

I appreciate your patience and understanding.

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