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  • How to update a Pipedrive custom data field based on specific terms found in deal notes in Zapier?
Question

How to update a Pipedrive custom data field based on specific terms found in deal notes in Zapier?

  • 22 February 2024
  • 3 replies
  • 20 views
S

HI guys, 

 

I want to do the following I have been around it with custom actions without success:

  1. Use ‘updated deal’ as a trigger in pipedrive.
  2. Filter deals on the basis of a custom data field’s containing a certain value.
  3. Search for a term within the Notes of the deal that was updated and passed through the filter. 
  4. If the term is found update teh value in a custom data field within pipedrive. 

I’m not an really an API developer in truth but would value any suggestions anyone might have?

 

Best wishes Simon

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @SP1976 

You may want to explore using native Pipedrive Automations: https://support.pipedrive.com/en/article/workflow-automation

 

Does the Pipedrive Zap trigger return the Note IDs attached to the Deal?

If yes, then skip action #1 below.

 

Logic would look like this:

  1. Trigger: Pipedrive - Updated Deal
    1. NOTE: You may instead want to try using Pipedrive - Deal Matching Filter
  2. Action: Pipedrive API - Get Notes
    1. Filter by Deal ID
    2. https://developers.pipedrive.com/docs/api/v1/Notes#getNotes
    3. Used to get the Notes linked to a Deal
  3. Action: Looping - Create Loop from Line Items
    1. Iterate thru each Note ID
    2. NOTE: If there are lots of Notes linked to a Deal, then this could become costly for Task usage
  4. Action: Pipedrive API - Get Note
    1. Used to get the Note contents
    2. https://developers.pipedrive.com/docs/api/v1/Notes#getNote
  5. Action: Formatter > Text > Find
    1. Used to search for a term
  6. Action: Filter
    1. Used to continue if there is a match for the search string
  7. Action: Pipedrive - Update Deal

 

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

Thankyou so much, This is really helpful BUT it’s not there yet, the main limiter is that Zapier only pulls through 100 deals at a time in find multiple deals and it pulls in the same deals each time I run it. Is there a way around that?

Troy Tessalone
Userlevel 7
Badge +14

@SP1976 

You would likely have to use custom Code with the Pipedrive API to iterate over the pagination.

 

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

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