Pipedrive - Create Person/Organization if nothing is found in "find/search" step

[exaudium]

Hi everyone, new to the forum and Pabbly Connect. I am moving everything over from Zapier at the moment and I am struggling to get a certain aspect of my old automations working.

I have a spreadsheet which gets filled with data from a contact form on my website. The new spreadsheet row then triggers Pabbly to talk to Pipedrive, creating a person, organisation, and a deal. In Zapier, you could create search steps for people and organisations to map the person/org ID to the deal, and would create a person/org if the search step found nothing.

I can't see how I would do this in Pabbly. "Routing" with branching logic seems like an inelegant solution, so wondering if anyone has found a better solution?

Thanks in advance.

 

[Pabblymember11]

Hey @exaudium

The best you can use is a router action step where you can create routes whereas you can create 2 routes whereas in the first route you can create a person and assign the organization, Deals accordingly if the person is not available via "PipeDrive: Find Person" action step on another route you can simply assign the organization and deal on it.

The Filter condition which you can use -

 

[exaudium]

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Hey @exaudium

The best you can use is a router action step where you can create routes whereas you can create 2 routes whereas in the first route you can create a person and assign the organization, Deals accordingly if the person is not available via "PipeDrive: Find Person" action step on another route you can simply assign the organization and deal on it.

View attachment 11496

The Filter condition which you can use -

View attachment 11497

Thank you for this. What if I want to find/create the person AND organisation? Surely I would end up with multiple steps in the two routes that are repetitive.

Is there a way I can have the end of router step go back to a single step that both outcomes will use?

Slightly confused why the actions are different compared to Zapier where this is very simple.

 

[Pabblymember11]

Hey @exaudium

Could you please tell us that you also want the custom fields in the action step of Pipedrive?

 

[exaudium]

Hey @exaudium

Could you please tell us that you also want the custom fields in the action step of Pipedrive?

Hi @Supreme
Yes having custom fields dynamically appear would be fantastic!

 

[Pabblymember11]

Hey @exaudium

Thanks for the confirmation, we have forwarded your request to our tech team and they are currently looking into it.

 

[PabblyMember1]

We have added these actions in Pipedrive.
1. Get all Stages
2. Get Organization Fields
3. Find or Create a Person
4. Find or Create an Organization
5. Find or Create a Deal