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Pipedrive Deal Updates based on Fields

  • 18 July 2019
  • 1 reply
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I’d like to set up a Zap that runs if a specific field is updated in an app like Pipedrive.

There’s a trigger for Updated Deal, but I only want to run the actions in the Zap if a specific field in the Deal has been updated. I’m thinking that this can be done with a Filter step, but I don’t know how to get the old value for the field to compare it to the new value.

Any thoughts on the best way to do this?


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Best answer by Danvers 18 July 2019, 18:23

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If you're looking specifically at Pipedrive, then it's worth seeing if you can set up a Filter in Pipedrive that will do this, you can then use the New Deal in Filter trigger. There's a guide to building Filters in Pipedrive in their help pages: https://support.pipedrive.com/hc/en-us/articles/207497075-Filtering

Another way to do it would be to use the Storage by Zapier app to store and then compare the information in the field you're looking at. You'd need two Zaps:

  1. Trigger from New Deals in Pipedrive and add the information in the field into Storage by Zapier.
  2. Trigger from Updated Deals in Pipedrive then use a Storage step to pull up the information for that deal. Then you can use a Filter step to compare the output of the Storage step to the information coming from Pipedrive.

You'd also need to add a step in the second Zap that updates the Storage entry for that Deal, so that the same information doesn't trigger the Zap.

Does that sound like it would work here?