Create/Update Opportunity should target the trigger opportunity
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Noah Nagel
Right now, if you have an opportunity changed trigger begin a workflow, and use the Create/Update opportunity action, the workflow will not reliably modify the relevant triggering opportunity if the attached contact has multiple opportunities. It will often only modify the most recently created opportunity.
An alternative solution would be to create an automation step allowing us to update opportunities by their ID. You can do this via the API but it's annoying to rely on outside apps for this.
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Noah Nagel
Just throwing this out there for anyone who is dealing with this, the new private integrations key helps a lot. When I made this post, it wasn't feasible for any other than marketplace devs to use the v2 api. It's not as easy as using native workflow actions, but if you enable the private integrations in labs and use the API to update the opportunity, you can update the right opportunity by id in workflow step, albeit at a premium charge and targeting custom fields is a pain.
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Juan Platero
Noah Nagel as you said it is possible via API. I've developed an app to create/move and update opportunities using the API and It will be available soon in the marketplace. If you're interested in testing or checking it, send me an email to innexumtech@gmail.com
Don't worry, you're not the first one having these problems!
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Noah Nagel
Juan Platero Hey, this would be a native workflow action step that affects the opportunity by ID? If so I am definitely interested. The new private integrations helps with this, but it would certainly make things more maintainable. Will your app work with custom fields too?
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Juan Platero
Noah Nagel yes, it works also with custom values. It's already available in the marketplace, but the documentation is still under development. If you need more info or help send a msg/email to innexumtech@gmail.com
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Noah Nagel
Juan Platero Awesome man. I'm about to build out a subaccount for another division at my company, I'll sign up for this soon. Thanks for providing a solution here!
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Frank Obregon
Noah Nagel private integrations??
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Frank Obregon
Juan Platero checking this out!
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Frank Obregon
I THINK if you put the opportunity name in the action you're trying to use to update it, it will update the correct one in question. -- Is this not true?
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Noah Nagel
Frank Obregon Surprisingly, no the name won't help. In fact it makes things even more confusing because it will RENAME the most recent opportunity for the contact. This is only an issue if you have multiple opportunities for the same contact.
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Frank Obregon
Noah Nagel WHOA lol. Yea I'm hoping there's a big update coming soon for opportunities in workflows, there's still a lot missing. This one's crazy though. I'm assuming it has to do with whatever changed in Opportunity 1 also changed in Opportunity 2, and it's just a matter of whichever one makes it to the workflow first that gets updated.
I'm hoping we get to add / remove contacts and followers to opportunities in workflows soon!