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I am trying to build a zap that will create / update a series of PipeDrive activities related to a PipeDrive deal that was updated.  

In the 'Find or Creative Activity in PipeDrive' steps, there is a 'Filter' field available but I cannot figure out the right syntax to use to filter the tasks by related deal identifier.

Any guidance or suggestions would be greatly appreciated!

Share a screenshot of what you inserted. (You need to insert the Deal ID)

How do you build the “statement” though that says match the deal id value to something on the activity?

Tell me more details

Ok, not sure I am following here.

Step 1 = Trigger on a deal being created/updated (i.e. matching a PipeDrive filter)

…..

Step 8 = Find/Create an activity with a given subject that is included in the deal from Step 1

 

If I just insert the “Deal Id” token into the “filter” field for the activity find/create, then it attempts to look for a PipeDrive filter with that id which does not exist.

You search against an internal Pipedrive filter.

https://support.pipedrive.com/hc/de/articles/207497075-Filtern

For example if you create the filter "active" and search against "active". 

In step one assign the deal to a filter criteria and maybe you can find it.

One trick would be to use the Deal ID in the name of the Task then you can dynamically search for the Task by Subject via the Zap step.

e.g. [DEAL_ID]: (FD) Set up Client Ninety.io Account

 

Try using Pipedrive’s Workflow Automation feature (if your plan has it): https://support.pipedrive.com/hc/en-us/articles/360000943985-Workflow-Automation

 

Here’s info about Pipedrive’s Filters: https://support.pipedrive.com/hc/en-us/articles/207497075-Filtering

 

One trick would be to use the Deal ID in the name of the Task then you can dynamically search for the Task by Subject via the Zap step.

e.g. 1234: (FD) Set up Client Ninety.io Account

 

Try using Pipedrive’s Workflow Automation feature (if your plan has it): https://support.pipedrive.com/hc/en-us/articles/360000943985-Workflow-Automation

 

Here’s info about Pipedrive’s Filters: https://support.pipedrive.com/hc/en-us/articles/207497075-Filtering

 

Good approach. To name the deal is in the title add a step two and update deal. To insert the id of step 1. 

PipeDrive workflow automation does not work because I need to base the activity dates off of different calculations based upon the deal close date and I was told that was not possible by the PipeDrive team.

I tried putting the deal identifier in the activity summary to search on, but the search appears to be doing a loose match and thus is still finding other activities with similar summaries.

I can start with a clean slate and just create the activities when the deal is created.  I was just hoping to be able to update the activity dates when the date on the deal changed, but it sounds like that is too much to ask.

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