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

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?

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT

    When is the County field under Person populated?

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

  • Martin Sarsale
    Martin Sarsale Member Posts: 5
    First Comment

    The County field is filled when the Person is created.

    The Deal is created afterwards!