Conditional automation for multiple options in the same field

Larissa Petry
Larissa Petry Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

I wanted to create an automation where a field is filled with a certain option if another field contains that option. For example: if a field contains "events-opp-registration", another field needs to be "Events". The problem is there are a lot of terms (more than ten) and I needed to create an automation for each one. Would it be possible to unite in just one automation?

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 218 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #2

    You most likely could do this with a third party automation like make.com.


    They allow formulas similar to excel in there automations. "If", "Or", "=".

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #3

    You could of course do this using Make/Integromat but also build this using Pipedrive automation by combining conditions in groups/sets.

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