I’m looking for a way to search for a deal as long as the deal does not include a certain value in a certain property.
Hi
Good question.
Are you able to outline a specific example for us to have more context about what you are trying to achieve with the HubSpot Find Deal Zap step?
Hi
Let me try - Assume I have a deal property called Property that can have 3 values: A, B, C and I want to find a deal that doesn’t have C as the value for that property, and I’m indifferent about whether the value is A or B such that I dont want to specify that it needs to be A or B. Is there a syntax that will give me a deal with Property not equal to C?
Thanks!
Thanks for the context.
Filters can be used to screen data in Zaps: https://zapier.com/apps/filter/help
e.g. Value does not contain C
Would that work?
Unfortunately a filter won’t work for the use case because if there are 2 deals that match the other search criteria, one with an A value and one with a C value, and the C value was created before the A value deal, then the search will return the C value deal, not the A value deal, and the filter will prevent the rest of the tasks to execute even though there is an A value deal available. If I could explicitly search with a negation (NOT C) then the search should bring in the deal with value A.
Appreciate your help here, could have probably wrote out the scenario more clearly from the get go.
If there are only 3 possible values then try this Zap step execution:
First, search for A and if not found then search for B, then determine how the Zap should handle the results.
You can achieve this using Paths in the Zaps: https://zapier.com/paths
EXAMPLE
Path A = value of A exists
Path B = value of A does not exist, so check for value of B
Yes, you can use app APIs in Zaps with the Webhooks app as an action step: https://zapier.com/apps/webhook/help
HubSpot API: https://developers.hubspot.com/docs/api/crm/search
Check out this help article for how to Filter search results: https://developers.hubspot.com/docs/api/crm/search#filter-search-results
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.