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Deal Owner changed filter

Chad Stewart_2416
Chad Stewart_2416 Posts: 14
Name Dropper First Comment
edited July 2022 in Workflow Automation #1

Looking for some tips... I would like to find a filter when  a Deal or Person is assigned to a new Owner... When somebody manually changes a deal (or person) owner, I would like to automate that in Zapier. .. Having a hard time getting a filter that gets that result to use in Zapier.

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  • Inês Batata
    Inês Batata Admin Posts: 2,535
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited April 2022 #2

    Hi @Chad Stewart !

    This is something you can easily do using Pipedrive's own workflow automation, see the example below (same method for Person and for Deal):

    image
    image

     

    Hope that helps, have a great week!

  • Collective
    Collective Posts: 1
    edited November 2021 #3

    Hi @Inês Batata 

    I would like to do the same as Chad. However, I want to send a direct message to the new deal owner in Slack. Pipedrive only allows to send a Channel message.

    Is there a way to add Zapier as an action for Automation workflow?

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