HI guys,
I want to do the following I have been around it with custom actions without success:
- Use ‘updated deal’ as a trigger in pipedrive.
- Filter deals on the basis of a custom data field’s containing a certain value.
- Search for a term within the Notes of the deal that was updated and passed through the filter.
- 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