Workflow working with child/parent items

Thomas Møller Jensen
Thomas Møller Jensen Member Posts: 24
First Comment
edited July 2022 in Workflow Automation #1

Is it possible to work with child/parrent items of the triggering item?

Like I use "Owner changed" on an organization as the trigger, and want the newly assigned owner of the organisation, to also be assigned as owner of any Leads/Deals/Contacts associated with the organisation.

Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

Any idea/suggestions on how to archive this?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited February 2022 #2

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

  • Thomas Møller Jensen
    Thomas Møller Jensen Member Posts: 24
    First Comment
    edited June 2021 #3
    Amit Sarda said:

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

    You know where I can find documentation/samples on this? Feel I have looked everywhere :-)

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #4
    Amit Sarda said:

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

    Trigger: Deal is Updated

    Condition: Owner has changed

    Action: Update Person/Organization contact

  • Thomas Møller Jensen
    Thomas Møller Jensen Member Posts: 24
    First Comment
    edited June 2021 #5
    Amit Sarda said:

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

    That woks nicely, but

    Trigger Organisation is update
    Condition: Owner has changed

    Action: Update person Field
    Here I should be able to use [ to pick trigger values, but I get nothing.
    What i would like to do is set owner on all Contacts (Persons) that is associated with the organisation. 
     

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #6
    Amit Sarda said:

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

    You can't do that.

  • Thomas Møller Jensen
    Thomas Møller Jensen Member Posts: 24
    First Comment
    edited June 2021 #7
    Amit Sarda said:

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

    Thanks Amit. Then I will just have to do it manually :-(

  • Thomas Møller Jensen
    Thomas Møller Jensen Member Posts: 24
    First Comment
    edited September 2021 #8
    Amit Sarda said:

    You can do this using Pipedrive automation:

    Likewise, I set a new owner on a Deal and want the newly assigned deal owner to also own the Organisation associated with the deal. 

    Using changing owner on a deal you can set that owner to own the associated organisation.

    But not the other way around. The missing piece here is that workflow can only there being "One" related item to change. A deal only has one organisation associate. An organisation can have amanymny deals and also many contacts associated. 

    Would be nice if workflow could handle this.

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