Modify the new "Find Opportunity" action - Add "Create New Opportunity if one doesn't exist yet"
D
Damian Surr
The new Opportunity actions are FANTASTIC!
One issue:
How else can we tell a workflow to update an opportunity if one exists, but to create an opportunity if one doesn't exist?
A possible solution (which is already being used elsewhere in HighLevel):
Give the 'Find Opportunity" action an extra option, like the "Google Sheets: Lookup Spreadsheet Row" action has.
Add the option to "Create New Opportunity if one doesn't exist yet".
This shouldn't break anything and will solve the issue much better than can be achieved with current methods.
Log In
B
Billy Edmunds
When you use the "Find Opportunity" action, it creates a split path. One for "Opportunity Found", another for "Opportunity Not Found". If found, use the "Update Opportunity" action, if not found use the "Create Opportunity" action in the corresponding path. You only need to do this if you'll potentially have multiple opportunities. If you'll only ever have a single opportunity, you can just use the "Create/Update Opportunity" action.