Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Filter only on name change updates in Pipedrive

U

Hi All,

 

I’ve just come across a hurdle or two when it comes to triggering for a particular field change in Pipedrive / Shopify.

 

The idea is that when the customer name is updated in Shopify or Pipedrive, it updates the other automatically. My issues are:

  • How can I set up a trigger so that it ONLY looks for a name change, rather than a customer-wide update (which could be any field change relating to the customer).
  • How can I compare the previous data. For example if the name changes in Pipedrive, I need to then search Shopify for the OLD customer name in order to update it to the new new name.

 

Has anyone been able to do this sort of thing before? I don’t believe it will be a unique issue to Pipedrive / Shopify.

 

I appreciate any guidance.

 

Kind regards,

Kieron

Best answer by GetUWired

Hi @Userrnamee 

In order to set up a trigger that specific, you will need to leverage the Pipedrive API and build it custom. https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons 

When searching for the customer in Shopfiy, you will need to search by the person’s email address and not their name. 

View original
Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

GetUWired
Forum|alt.badge.img+12
  • GetUWiredZapier Expert
  • Zapier Expert
  • 1030 replies
  • Answer
  • May 10, 2021

Hi @Userrnamee 

In order to set up a trigger that specific, you will need to leverage the Pipedrive API and build it custom. https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons 

When searching for the customer in Shopfiy, you will need to search by the person’s email address and not their name. 

U
1 person likes this
  • U
    Userrnamee
U
  • UserrnameeBeginner
  • Author
  • Beginner
  • 2 replies
  • May 11, 2021

Hi @GetUWired 

 

I’ll look into using the Pipedrive API, thanks. I have some experience but not much.

 

The person’s email may be the more difficult part of this, as it may change or be changed by someone. I think maybe I can create a unique identifier and put it as a custom field in both Pipedrive and Shopify.

 

Thanks for the help.

GetUWired
Forum|alt.badge.img+12
  • GetUWiredZapier Expert
  • Zapier Expert
  • 1030 replies
  • May 11, 2021

No problem!

A unique identifier would be a great thing to have if the usual ones like name or email are changing. One possible one would be to just pass the shopify customer id into a custom field in Pipedrive then you can skip searching for a customer in Shopify all together and just update the customer directly since you already know their id. 

If you’d like to hire us to build the custom trigger for you, please feel free to send us a private message. Otherwise, I will help as much as I can in this post

 

Terms & Conditions