[Pabbly + Pipedrive] The automation partially fails and the other steps are not executed.

[SupportHubstrat]

Your Task History ID

IjU3NjUwNTZkMDYzZTA0Mzc1MjY5NTUzNzUxMzQ1MTZiNTQzMTBmMzAi_pc

I created this automation

1. Google Sheets: Add/Update Row
2. Pipedrive: Find or Create Persona
3. Pabbly: Delay 1 min
4. Pipedrive: Find Deal
5. Pipedrive: Get All Stages
6. Pipedrive: Create Deal

My problem is the following:

in step 4 I set the following condition: the search for the deal must be done against a CUSTOM FIELD created on Pipedrive. To be sure as a custom field I reuse the email to avoid creating duplicates as by using the Title parameter deals can be found that actually refer to other people.

The whole flow stops at step 4 because it says the required field was not found.

another strange thing is that if I add a new line equal to the previous one on the Google sheet, the flow works correctly

Wait for feedback

 

[Preeti Paryani]

Hello @SupportHubstrat

We have reviewed your workflow and identified the issue. To test a workaround and resolve this matter, we may need access to your Pabbly Connect account to make some necessary changes.

Please grant us permission to access your account by replying to this thread with the following message:

"You can access my Pabbly Connect account and make changes if required. Here is the email associated with my Pabbly Connect account: {email}."

 

[SupportHubstrat]

Just to be sure, after the fix can i remove the access to you?

 

[Preeti Paryani]

Hello @SupportHubstrat

Sure, we will revoke the access ourselves.

 

[SupportHubstrat]

You can access my Pabbly Connect account and make changes if required. Here is the email associated with my Pabbly Connect account: [email protected]

 

[Preeti Paryani]

Hello @SupportHubstrat

Thanks for the access. We will provide you with the updates soon. Also please avoid making any changes to the workflow until we provide you any updates.

 

[SupportHubstrat]

Hi are there any news??

 

[Preeti Paryani]

Hello @SupportHubstrat

We have tried some workarounds with no access.

However, we can suggest a workaround as per which a few changes would be made in the workflow. Instead of using the Find or Create a Person action use the Find Person action to get the person by email and then add a router with one route for if the user exists and another for if the user doesn't exist(this route will consist of the create person and find person steps as both has different response structure and the find person consists of the custom field to be mapped futher).

 

[SupportHubstrat]

Can you send me all the steps that I need to add to the workflow?

 

[Preeti Paryani]

Hello @SupportHubstrat

I have created a clone of that workflow and have added the router and other steps. Kindly refer to this workflow and add the other steps as per your requirements.

Workflow URL: https://connect.pabbly.com/workflow/mapping/IjU3NjYwNTZjMDYzNDA0M2M1MjZlNTUzNDUxMzIi_pc

 

[SupportHubstrat]

Where I need to add this steps?

Pipedrive: Find Deal
Pipedrive: Get All Stages
Pipedrive: Create Deal

Alway in rout Person doesn't exist?

 

[ArshilAhmad]

You have to add all three steps to both routes.

 

[SupportHubstrat]

Why do I have to add steps to both roads? If the person exists on pipedrive it means the deal exists too. if the person does not exist then the business does not exist either and therefore it must be created

 

[ArshilAhmad]

In that case, the other route is not needed. I was referring to cases where a person exists but a deal is not associated with them. However, if there are no such persons, you can simply add the three steps to the 'Person doesn't exist' route.

 

[SupportHubstrat]

Hi @Preeti Paryani can you tell me wich was the condition in Person doesn't Exist Step Filter Pabbly?

Thank you in advice
I've started a recapture the webhook to make a clean test

 

[Preeti Paryani]

Hello @SupportHubstrat

The filter condition was if the customer ID exists.

 

[SupportHubstrat]

I don't understand why if i'm in Route: Person doesn't exist the condition is IF ID EXIST

 

[ArshilAhmad]

The filter condition in 'Route: Person Doesn't Exist' needs to be as follows.

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

 

[SupportHubstrat]

I'm trying to integrate the inclusion of the Organization/company. So as to associate the company with the person who left the lead. But I get a missing field error.

I structured the workflow like this:

1. Get data from Google Sheet
2. Find Person
3. Find or Create Organization

Pabbly Router
Route 1: Person Exist (No other step)

Route 2: Person doesn't exist
St1: Filter Pabbly
St2: Create Custom
St3: Find Deal
St4: Get all stages
St5: Create Deal

I'm trying to test the workflow runs smoothly, but the person and organization are not assigned to the Deal

Can you help me?

 

[ArshilAhmad]

In the 'Create Deal' action step, the Person ID was previously mapped from the 'Find Person' action step (outside the Route). We've adjusted this to map it from the 'Create a Person' action step (step 2) within your Route.

Delete 'Find Deal' and 'Get all Stages' from your Route; its not needed.