Hello Together,
i am new in a company and new to make. my first porject is to create a automation between pipedrive an Notion.
As soon a Deal gets into stage stage 3. i want to 3 things to happen.
-
I want to create a new Database item in an excisting database.
-
I want to check, whether there is an excisting database item with this deal id.
When there is one with the same deal id, i want to update new entry if needed.
-
if the deal is getting deleted by a user in PD, i want to delete the excistig item in the notion database.
can you help me set up the filters pls?
thank you
Maybe your router needs to apply some filters and then set variables and get them in the other router’s branch.
When a deal hits stage 3, create a new entry in your existing Notion database using the relevant deal information.
1-. Before anything make sure to check, whether there is an existing database (if you get a bunch of items then DB exists) filter to create a new DB if no records found and set a variable with DB ID.
2-. if you get one buch the the DB exists (get the variable from the previous step and update your DB)
for Item 3 apply a branch of the router, If the deal is deleted in Pipedrive, trigger the deletion of the corresponding item in the Notion database.
3 Likes
Hello.
I adjusted my Scenario.
Unfortunatly i get multiple entries at the end oft the first rout in notion.
The first filter checks, wether a deal id exists or not.
if the a deal id exists The Notion Moudle Checks for Items in a database.
this is what this modul finds
And there is filter. with the settings: deal id (notion Modul) is not equal to deal id (Pipedrive Modul)
The there is another filter between modul 93 and 83. check if the deal id Notion modul is not equal to pipedrive modul.
The problem is, that in pipedrive is only a new deal getting into stage 3.
what scenario does. it checks in notion database wehter there is an entry with the same deal id or not.
and so notion creates as many new items with the deal name (new created in pipedrive) as there are allready existing entries in notion. in my case there are 9 old entries in notion. so this scenario creates 9 times new entry with the new deal name of pipedrive.
