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!
Best answer
PipeDrive "Find or Create" filter?
- Beginner
Best answer by Troy Tessalone
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
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+8- Zapier Expert
Share a screenshot of what you inserted. (You need to insert the Deal ID)
- Beginner
How do you build the “statement” though that says match the deal id value to something on the activity?
- Beginner
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.
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+8- Zapier Expert
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.
https://www.wemakefuture.com/
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+14- Zapier Expert
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
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
1 person likes this
+8- Zapier Expert
Troy Tessalone wrote:
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.
- Beginner
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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