Zapier: PipeDrive pings Zapier too often - any workarounds?
Hey all - I'm sure many have seen this behavior, but we're trying to send a series of automations from PD to Zapier and onto Google Drive, Slack, and others. However, PD sends a request to Zapier every time someone makes any change in PD. This causes Zapier to see thousands of requests per month.
Here's what we're trying to do, maybe someone has a workaround to help us close this gap?
- In the deal, we've enabled a custom field in our projects that, when set to "yes" , sends a trigger to Zapier, which then creates Google Drive folders and Slack channels -- all named and placed correctly.
- However, the only way for this to work is to have Zapier watch for all changes coming from PD. This means that it's filtering through every thing coming from PD and just looking for the ones in which this check box has been set to "yes".
- The workaround is for PD to update when deal stage changes, but this becomes too limiting for us because it means that deals must be forced to a corresponding stage in which the trigger then happens.
- This becomes needless because not all deals need these automations to be performed.
Any thoughts on ways to build a workflow for Zapier to be triggered less needlessly?
Lucas MAGNE Posts: 137
Hey @Nick Rivero ,
Have you tried with a trigger as "Deal matching filter" ?
Your filter on Pipedrive will be only the deals that have the field on "yes".
So, at each time that a deal has a yes into the specifi field, it will be added to the filter and will triggered your zap.
Any other update on this deal will not be trigger by the zap, because the deal will be still into the filter.
The zap will triggered only when a new deal enter into your filter.1
Nick Rivero Posts: 2
@Lucas MAGNE I assume you mean within PipeDrive automation? I have not, but I'll look into it and evaluate! Thank you.0
Lucas MAGNE Posts: 137edited January 30 #4
No no, into Zapier !
In Zapier you have the trigger "Deal matching filter"
The filter have to be in Pipedrive0
Veli-Matti Ratinen Posts: 2
Hello @Nick Rivero , have a look at this add-on: https://www.pipedrive.com/en/marketplace/app/zimple-one-click/de8c9f16a3a18391
With this you will only get a request to your Zap when someone needs it.
A simple Zapier example here: