Is there a workflow When Deal is created, if person exists, do x?

Karen Vieira
Karen Vieira Posts: 14
Second Anniversary

I want to fill in a particular custom field automatically only if the person doesn't already exist.

I don't think there is a way to do this - but just want to double check.

Thanks.

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    Thinking out loud but you can set up automation and check the Person Created field to trigger the actions.

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited September 2021 #3

    Thinking out loud but you can set up automation and check the Person Created field to trigger the actions.

    I agree.
    I could think otherwise, feeding the field only when there is a person, and in this case, creating an automation where when the person is created, it marks this field.

    Businesses that are created without people will not have this field populated naturally.

  • Karen Vieira
    Karen Vieira Posts: 14
    Second Anniversary
    edited December 2021 #4

    Thinking out loud but you can set up automation and check the Person Created field to trigger the actions.

    Thank you Amit and Marcelo.