Pipedrive "search item" with a specific field name

Hi Makers,

I have created a scenario to search for an organization in Pipedrive and then create an activity.

My issue is in the organization custom field, I have two custom fields with numbers :

  • Customer ID
  • Prospect ID
    image
    image

But I only want the match to be made on the customer ID => “compte_client” in the screenshot.
So would it be possible to specify, the name of the custom field I want the match to be done with ?

Thank you for your help.
Laura

Hi @Laura

Direct matching or search condition is not possible in that Pipedrive module. However, you can apply a filter just after the Pipedrive module with this matching condition.

Regards,
Manish Mandot
Book a Free help session with me here :wave:

1 Like

Hi @Manish_GrowwStacks,

Thank you for your response. Unfortunately, the custom fields is an array with numbers in the output and not a name of the custom field. So I can’t filter with this condition.
image

I can at least add a step to verify that the deal isn’t lost. Or you had something else in mind ?

Thanks,
Laura

So in this case, please use the get function to get the specific value from the array and put it for comparison.

Regards,
Manish Mandot
Book Free Consultation :smiley: | Visit Website

@Manish_GrowwStacks thanks for your response.

The issue I would have had with the get function, is that I’ll have to specify the number in the array, but from one organization to an other it may vary.

But I think I found a solution.
I increased the limit in the “search for items” module to 2 (because I have up to 2 values that can match the value I’m looking for).
image

Then, I added a “Get an organization” module which allows me to get the specific custom field in the output for each bundle that I may have.
image

And finally, added a filter to continue only when the specific custom field match my value.
image

Here is how it looks like :

I did a small test outside of my main scenario. I have to wait tomorrow to check if it worked in my main scenario. I’ll let you know.

Again, thank you for your help !
Laura