I am trying to create a new deal once a current deal is put into a pipeline. For some reason it is n

Tim Cooley

I am trying to create a new deal once a current deal is put into a pipeline. For some reason it is not working. I have dragged a deal out of the trigger area and i get nothing. I guess I don't know how to specify which fields are being updated where I want the trigger to start.

Arthur_70084

Hey @Tim Cooley 

You should look at your condition, maybe the problem come from there. Otherwise, for this kind of workflow it should be more accurate to use Make.com https://www.make.com/en/register?pc=arthursoustelle

If you want, I'I'm a Make expert  and workflow automation expert too. 

You can reach me here in case  you need help with a workflow : 

https://calendly.com/soustellepro/free-30-minute-audit-and-consultation

Arthur

https://community.pipedrive.com/user/tim_cooley

Alex Stueber

hey. @Tim Cooley here is an example for you:

as Arthur said your condition is not the best.

But here is what you can do instead of an action, use a condition to say that when the deal moves stage or whatever the condition is than you create the other deal.

 

 

This is the deal created in the "Qualifying Pipeline" as the result of the my original deal entering the stage "Negotiation" in my Sales Pipeline.

I hope that helps !!!

Cheers,
Alex

https://community.pipedrive.com/user/tim_cooley