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

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

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?

@SP1976 

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