[Pabbly + Pipedrive] How to exit from router when Person and Deal are already created
Status: Open · Asked by SupportHubstrat on · 0 views
Hi I have the following workflow.
https://connect.pabbly.com/workflow/sendwebhookdata/IjU3NjYwNTZmMDYzNjA0MzY1MjZmNTUzZDUxMzUi_pc
Currently the workflow is structured like this:
- Google sheets: New or Updated Spreadsheet Row
- Pipedrive: Find Person
- Pabbly Router: Conditionally Run:
a) Person doesn't exist
b) Person Exist
My goal is that the automation doesn't start if the Person and Deal are already created
Hello @SupportHubstrat,
The workflow needs to run to check if the person and deal exist. Since you’ve already set up the "Find Person" action, you can add a "Find Deal" action after it. If the deal exists, you can stop further steps to avoid duplicates.
Alternatively, you can create three routes:
- Person and deal both don’t exist.
- Person exists, but the deal doesn’t.
- Both person and deal exist.
This setup ensures actions only proceed as needed. Let me know if you need assistance with this!
Hi @Preeti Paryani thank you for the feedback
First option:
I should add Find Deal after Find Person?
Second Option:
adding the 3rd route adding only the 2 filter pabbly to check existin person and deal IDs?
Hello @SupportHubstrat,
We have recorded a video for you explain the another possible way to check all the conditions with the current setup only, please refer to it - https://www.loom.com/share/d62d54aeae8d4555a65b9e2077964866?sid=36a4a164-a590-4f16-9d85-b67189804580.
We added the condition in the point that you showed but we receive error after submitting the condition
The filter condition in Route 2 is correct. Don’t worry about the error in the filter step; it will work correctly during automation. You can add the same filter condition to Route 1 as well.