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Hi,

I am trying to update a deal to "quote sent” as a deal stage when I sent a pandadoc - document.

Step 1 & 3 are working, step 2 is not finding the deal, what am i doing wrong?

Please help 

Hi @Sjors van Duren 

Step 2: Pipedive - Find Deal

You are trying to search for a Pipeddrive Deal by the ID of the Pipedrive Deal.

The ID field expects a number as indicated by the 123 icon.

But you have mapped 2 variables with values of the PandaDoc Document Name and PandaDoc Document ID, neither of which are the ID of the Pipedrive Deal.

 

Thank you so much for the response. 

What could be the solution then?

Why is it even asking for pandadoc information because it should happen in pipedrive.

I am so bad at this 😭

@Sjors van Duren 

There needs to be a value (or combo of values) you can use from PandaDoc to search for a matching Pipedrive Deal.

Try changing the Field to Search By to a different option, perhaps to search by Name.

 

The deal is found and this is “DATA OUT” which is correct. The person who sent the document was indeed "Gijsbert” so that worked
Now here comes the weird part, the info in is “person ID” → Nothing.
And the ID  is 39? 

While step 1. and 2. had data IN and OUT ID 30.

What is going on here? 

Now it seems like step 1 and 2 are working but 3 is half working. Because it did update something in my pipeline but it was a complete random person.

@Sjors van Duren 

We would need to see screenshots with how your Zap step 3 is configured in EDIT mode for the ‘Configure’ section.

 

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

Zap step 3 DATA OUT:

 

ID

39

creator_user_id

Creator User Id Id

xxxxxxxx

Creator User Id Name

xxx xxx xxxxxxx

Creator User Id Email

xxxx@xxxxxxxxx.nl

Creator User Id Has Pic

0

Creator User Id Pic Hash

Creator User Id Active Flag

true

Creator User Id Value

22065567

user_id

Creator User Id Id

xxxxxxxxx

Creator User Id Name

xxxxx xxx xxxxx

User Id Email

xxxx@xxxxxxxxx.nl

Creator User Id Has Pic

0

Creator User Id Pic Hash

Creator User Id Active Flag

true

Creator User Id Value

22065567

Person Id

Person Id Active Flag

true

Person Id Name

ga naar offerte

Person Id Email

I removed my personal email @gmail.com

Person Id Phone

Person Id Owner Id

22065567

Person Id Value

38

Org Id

Stage Id

14

Title

ga naar offerte deal

Value

0

Acv

Mrr

Arr

Currency

EUR

Add Time

2024-09-15 16:55:53

Update Time

2024-09-15 17:10:05

Stage Change Time

2024-09-15 17:10:05

Active

true

Deleted

false

Status

open

Probability

Next Activity Date

Next Activity Time

Next Activity Id

Last Activity Id

Last Activity Date

Lost Reason

Zichtbaar voor

3

Close Time

Pipeline Id

3

Won Time

First Won Time

Lost Time

Products Count

0

Files Count

0

Notes Count

0

Followers Count

1

Email Messages Count

0

Activities Count

0

Done Activities Count

0

Undone Activities Count

0

Participants Count

1

Expected Close Date

Last Incoming Mail Time

Last Outgoing Mail Time

Label

Local Won Date

Local Lost Date

Local Close Date

Origin

ManuallyCreated

Origin Id

Channel

Channel Id

Stage Order Nr

3

Person Name

ga naar offerte

Org Name

Next Activity Subject

Next Activity Type

Next Activity Duration

Next Activity Note

Formatted Value

€ 0

Weighted Value

0

Formatted Weighted Value

€ 0

Weighted Value Currency

EUR

Rotten Time

2024-09-29 17:10:05

Acv Currency

Mrr Currency

Arr Currency

Owner Name

Cc Email

goethvastgoed+deal39@pipedrivemail.com

Org Hidden

false

Person Hidden

false

stage

Stage Id

14

Stage Order Nr

3

Stage Name

Offerte verstuurd (MANUEEL)

Stage Active Flag

true

Stage Deal Probability

80

Stage Pipeline Id

3

Stage Rotten Flag

true

Stage Rotten Days

14

Stage Add Time

2024-09-13 08:02:49

Stage Update Time

2024-09-15 10:28:45

deals_summary

per_stages

14

EUR

Stage Deals Summary Per Stages 14 EUR Count

1

Stage Deals Summary Per Stages 14 EUR Value

0

Stage Deals Summary Per Stages 14 EUR Value Formatted

€ 0

Stage Deals Summary Per Stages 14 EUR Weighted Value

0

Stage Deals Summary Per Stages 14 EUR Weighted Value Formatted

€ 0

per_currency

Stage Deals Summary Per Currency EUR

1

Stage Deals Summary Total Count

1

per_currency_full

EUR

Stage Deals Summary Per Currency Full EUR Count

1

Stage Deals Summary Per Currency Full EUR Value

0

Products

Files

Labels

@Sjors van Duren 

We would need to see screenshots with how your Zap step 3 is configured in EDIT mode for the ‘Configure’ section.

 

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