Automatically add additional data to the custom field

Matias917

Hi,
I'm trying to set up an automation that overwrites data from a store custom field to an organization custom field.
The problem is that it overwrites the data and the passing data does not remain.

I thought I had an idea how to solve it
trigger: deal has been updated
condition: if the custom field of deal "A" is filled,
and the custom field of organization "B" is not filled out
action: update organization custom field "A" --> custom field "B"

Another automation could be with a condition: if the custom field of the deal "A" is filled,
and custom field "B" is filled
and custom field "B2 is empty
action: update organization custom field "A" --> custom field "B2"

unfortunately I can't set a condition for the organization when the trigger is a deal update

Question: can I set the organization's custom field updates so that it adds new data and the old data is not deleted?

Thank you, Matias

Edie Mew

Hey @Matias917 there is a small hack in Pipedrive automations which allows you to pull conditions into a workflow.

In your workflow add an action step - the action would be "Update Organisation fields"

The field you choose to update can be something like the name of the Organisation, however do not add any criteria around what it needs to update to, just ensure the same name is pulled through.

Once you've added this step after your first step, you can then pull in Organisation based conditions

Matias917

You are an angel! :)) I thought it would be a problem and it is very important for us.

It works. Thank you very much :)