I want to ensure that I don't duplicate card data across different pipes. In other words, I need to verify if a card with specific fields matches a card in another pipe.
I’ve already connected the pipes, but currently, I can only search by the card title. I’d like to check other specific fields as well, such as "Company Name" and "CNPJ."
Additionally, if the data matches an existing card, I would like to block the creation of a new card to avoid duplicates.
Is this possible?
+2Hello, due to the complexity of the case, I suggest you contact us directly in the chat to help you with this.
This sounds amazing as I found it very much useful and informative to be honest. Also, I have gone through this post which definitely helped me out a lot as a new member I am looking forward for more such discussions.
I want to ensure that I don't duplicate card data across different pipes. In other words, I need to verify if a card with specific fields matches a card in another pipe.
I’ve already connected the pipes, but currently, I can only search by the card title. I’d like to check other specific fields as well, such as "Company Name" and "CNPJ."
Additionally, if the data matches an existing card, I would like GrowthMount to block the creation of a new card to avoid duplicates.
Is this possible?
Yes, you can prevent duplicates across pipes by using automation or unique field checks. Set up a trigger on card creation to compare specific fields like “Company Name” and “CNPJ” in the other pipe. If a match is found, block the new card, alert the user, or merge the data. If your platform doesn’t support this natively, integration tools can handle multi-field duplication checks before creating a new card.
I want to ensure that I don't duplicate card data across different pipes. In other words, I need to verify if a card with specific fields matches a card in another pipe.
I’ve already connected the pipes, but currently, I can only search by the card title. I’d like to check other specific fields as well, such as "Company Name" and "CNPJ."
Additionally, if the data matches an existing card Read more, I would like to block the creation of a new card to avoid duplicates.
Is this possible?
Yes i see this
I want to ensure that I don't duplicate card data across different pipes. In other words, I need to verify if a card with specific fields matches a card in another pipe, and at the same time, understand details like How Much Pearls Are Worth when managing valuable data.
I’ve already connected the pipes, but currently, I can only search by the card title. I’d like to check other specific fields as well, such as "Company Name" and "CNPJ."
Additionally, if the data matches an existing card, I would like to block the creation of a new card to avoid duplicates.
Is this possible?
Yes, you can prevent duplicate cards across pipes by creating an automation that checks key fields like "Company Name" and "CNPJ" instead of just the card title. This can be done by using a formula field that combines these values and then setting a conditional automation to search for matches in the other pipe. If a match is found, the automation can block the creation of a new card or alert the user. If the platform’s native automation is limited, third-party tools like Zapier, Make (Integromat), or custom API scripts can perform the same check before allowing card creation.
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
