Automation: Change Deal `status` based on the Person's field value

Martin Sarsale

Hi!

I would like to set Deal's status to "Lost" if a Person 'county' (custom field) is not a specific value.

In pseudocode:

if deal.person.county != "foo" then deal.status = 'lost'

I tried doing this in Automations but I couldn't find a way to filter on Person.status if I start with a 'Deal Created' trigger.

And if I start with a Person trigger, I cannot use the Person deals in the actions block.

Any hints?

Amit Sarda (AmitSarda.xyz)

When is the County field under Person populated?

Is a deal always created AFTER the County field is filled?

Martin Sarsale

The County field is filled when the Person is created.

The Deal is created afterwards!