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

Karen Vieira
Karen Vieira Member Posts: 10
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edited July 2022 in Workflow Automation #1

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 (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited February 2022 #2

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

  • Marcelo Silva
    Marcelo Silva Member Posts: 249 PIPEDRIVE TEAM
    First Anniversary First Comment Photogenic Premier Solution Provider
    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 Member Posts: 10
    First Comment First 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.