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Best answer

Need Help with Creating Pipedrive deals without organization ID

  • 4 May 2023
  • 3 replies
  • 80 views
ashy
Userlevel 1

I have added a search step to find an organisation ID for a particular organisation name from a trigger and use this to create a new deal which links to this organisation.

 

If my trigger contains an organisation name which doesn’t exist then this is created in Pipedrive before creating deal so that’s all good.  If my trigger doesn’t have an organisation name, which occasionally may be the case the organisation ID will be null.  Is there a way to create the deal still in Pipedrive without this rather than failing to create the deal at all.

 

I am on the Starter plan.

 

Thanks 

icon

Best answer by ken.a 4 May 2023, 15:44

View original

3 replies

ken.a
Userlevel 7
Badge +6

Hi there @ashy,

Welcome to the Community! 🎉

It's possible that we can make this workflow happen by utilizing the "Text in Formatter - Default Value" step. This step allows us to set a default value for fields that may not always have a value provided by a previous step.

Here’s our help article about this: https://help.zapier.com/hc/en-us/articles/8496278339725

Hopefully, this helps! 😊

ashy
Userlevel 1

Amazing, I have tried that and it looks like it works.  Thank you very much.

ken.a
Userlevel 7
Badge +6

Hi @ashy,

You are most welcome! I’m glad I could help.

If you have any other questions, please don’t hesitate to post them in the Community. We’re always happy to help! 🤗

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