How can I trigger a wflow when an activity is overdue?
AquestSocJo Posts: 1
It seems workflows can only be triggered on create/update/delete of entities (Leads, Organizations, Deals, Activities...), but they cannot be triggered by other events.
Since the event of an activity becoming overdue is not caused by a change in the activity, but by a change in the time, it seems there is no way to trigger a workflow when an activity becomes overdue.
Is that assumption correct?
Has anyone found a workaround?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239
You can do this is using Make.
- Create a filter for overdue activities.
- Run an automation every hour/day to act on the overdue activties.