Is it possible to add a note to a deal through Workflow automation
Craig Beaumont
Member Posts: 53
I want to add a note to a deal when a custom field is updated...is this possible 🙏
0
Answers
-
You can't do it with Pipedrive Workflow automation but you can with Make/Integromat or Zapier.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
1 -
Hi @Craig Beaumont as Amit said, it's possible using more advanced automation tools. You're able to do this using Zapier and webhooks. The webhook will catch when the specific custom field is updated (trigger) and then your action is "Create a Note."
If you'd like any additional help, please feel free to get in touch.
1 -
Thank you I will give it a try
0
