Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization

Martin Eckardt
Martin Eckardt Posts: 41
10 Comments
edited July 2022 in Ideas and Product Feedback #1
Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization
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  • Martin Eckardt
    Martin Eckardt Posts: 41
    10 Comments
    edited June 2020 #2
    We would love the ability of workflows to be triggered by a button in a deal, contact or organization. This way we could implement a lot of functionality very easily using the workflow automation.

    Examples:

    Button "Follow Up" in a deal that triggers a workflow that sends an email to the contact person and adds an activity to the deal due in 5 days to check if there was an answer.
  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
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    edited June 2020 #3
    Hi @Martin Eckardt , thank you for elaborating on your original question. Is this something you've had trouble achieving with a regular automation?
  • Martin Eckardt
    Martin Eckardt Posts: 41
    10 Comments
    edited June 2020 #4
    Hi @Inês Batata,
    Yes, since regular automation can only be triggered when there is a creation or update of a deal, contact or organization. So there has to be something going on and we can only react with the automation to it. If we can trigger automations with custom buttons it’s not reacting to things that are happening but rather acting. Let me give another example:

    If we could configure a button on the deals page saying “cancel subscription” we could trigger a workflow with the following actions:
    - setting custom deal field “subscription status” to “cancelled”
    - send an email to the contact saying “sorry to see you go”
    - add an activity due in one month for sales representative to win back the customer

    If configurations like this would be possible a lot of manual work in Pipedrive could be avoided. Do you understand the idea of triggering Workflows with buttons?
  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
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    edited June 2020 #5
    @Martin Eckardt Yes, absolutely, thank you for being so clear with your details! At the moment Recurring Revenue doesn't cross-reference with Automations, but I'm going to check with the team if that's in our plans and will let you know as soon as I hear back.

    In any case, I've forwarded your suggestion about triggering automations with a button internally.
  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
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    edited June 2020 #6
    @Martin Eckardt I've just heard back and we are considering cross-reference Automations with Recurring Revenue as well as "on-demand" Automations, but no firm plans for either yet.
  • Martin Eckardt
    Martin Eckardt Posts: 41
    10 Comments
    edited June 2020 #7
    Hi Ines, thanks for the feedback. What do you mean by “on-demand” automations?
  • Niels Holswilder
    Niels Holswilder Posts: 12
    edited June 2020 #8
    In some cases this can be useful. However, working creatively with extra stages and triggers on updated tasks combined with some conditionals it is for me possible to cover most if not all situations where I would want to trigger a automation. But if it where possible I can imagine myself using it. However wouldn't a single option custom data fields with a TRUE/FALSE Boolean be able to do something similar? Use this as a button to trigger when changed to TRUE or FALSE and let your automation run.
  • Mo Rea
    Mo Rea Posts: 28
    edited May 2022 #9

    In deal view

  • Michelle Liggitt
    Michelle Liggitt Posts: 4
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    edited May 2022 #10
    I just went looking to see if this would be possible, and found this, so I voted yes. I see it's been two years though, so I'm guessing there's not much chance of this being implemented?

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