Post Action Event Insert/Update Pre-Condition Trigger

The import module provides a way to conditionally create or update Pipeliner records based on data from the datasource or from the matched Pipeliner record.

Datasource Insert Pre-Condition

This expression is evaluated against the datasource.  Use this pre-condition option if there are specific type of records that should not be imported as new records in Pipeliner.  For example, contact names with firstname value of “Anne” can be filtered out when creating a new contact record.  The expression should be in standard SQL “where” clause format.

Datasource Update Pre-Condition

This expression is evaluated against the datasource.  Use this pre-condition option if there are specific type of datasource records that should not be used to update existing records in Pipeliner.  For example, contact names with a Status value of 1 can be filtered out when updating an existing contact record.  The expression should be in standard SQL “where” clause format.

Pipeliner Update Pre-Condition

This expression is evaluated against the entity in Pipeliner that is imported into (Accounts, Contacts, Leads, Opportunities).  Use this pre-condition option if existing records in Pipeliner should not be updated when specific fields are populated with a particular value.  For example, prevent updating existing contact records with a specific phone number value or having a specific status.

PostActionEvent_insertupdateprecondition

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