Hello,
I use a workflow to copy the number value of each Deal’s Record IDs to a text field (not important, but for a 2nd party integration can access the unique ID - for whatever reason, it can’t access the record ID property directly)
When Deals get merged, the value in the text field usually gets out of sync.
I was thinking it’d be great if there were a property that gets updated when a Deal is merged which I could use as a trigger for enrolling records into the “syncing” workflow once the merge is done.
Is this possible?
Is there a better way?
Thanks!
I think I found a way per this article: Merge records
Each object has a “Merged [record] IDs” property, e.g. Merged Deal IDs
So now I can add OR conditions to the trigger and enroll records 1) when the Merge Deal IDs property is known - this will catch the first time a record gets merged - OR 2) when the Merge Deal IDs property has been updated after the text field (that gets the copy of the recordID value which I use for the integration)
Hi @mixelpix,
Thanks for sharing how you can solve this!
Which option did you end up choosing?
Best,
Kristen
Hi @kvlschaefer,
To cover the potential lifecycle of Deals where the Deal’s record ID is at play, e.g. the cases of
- initial record creation
- post-first merge, and
- post-subsequent merge’s
…I set up the following workflow support automation (see pic)
Note that the “Typeform deal id” property is test field I referred to in the original post.
Kindest regards
Hi @mixelpix,
Thanks for sharing your workflow with us for other community members to refer to your solution in the future.
Have a great day,
Kristen
