Opportunity ask date

Pippi Reader

Does anyone know a way or do you have a clever flow that captures if someone changes an Opportunity ask date? Something like a flow that automatically adds an action if the date gets changed to a later date?

Dan Snyder

@Pippi Reader There isn't a webhook for that specific change and while I have not done this, you might be able to have a flow that adds the opportunity id and ask date to an Excel table when the opportunity is created. Then on a parallel track, you could look for any opportunity that is modified yesterday/last 24 hours/whatever cadence you want and have a condition so if the current ask date from the opportunity record is the same as what you have on your excel table your flow can end, if not you could update the table and add an action.

Again, I am not sure if this would work as I have not tried it so curious to see what others might suggest.

Pippi Reader

@Dan Snyder ok great, thanks. I'll give that a go. Wish me luck!!

Dan Snyder

@Pippi Reader Let us know how it goes!

Alex Wong

@Pippi Reader
Dan's idea is the way to go.

a little more details to help:

• Setup:
  • You will have to first get all opportunity, and save it (i.e. excel table, sharepoint list, etc). Use date_modified parameter will result in you getting a “sort_token”, if you have more than 5000 opportunities, you will need to loop using sort_token to get all, then save the last sort_token you received from the last call.
• the main recurring flow (every hour, every few hours, or every day, your choice)
  • run the opportunity list endpoint using the sort_token you saved (will only give you opportunities that has changed since your last call
  • the “low code” way would be to apply to each opportunity that changed, get the ask_date from the excel or sharepoint list by opportunity system id, compare and if different, update the excel or sharepoint list and other action you want to do
  • the “not so low code" way to do this (benefit is faster processing) would be to retrieve all the changed opportunity records from excel or sharepoint list, then you have 2 arrays to do comparing with filter array,

good luck

Pippi Reader

@Alex Wong thank you so much for this info, that is a great help. I will give it a go!