How can I trigger a wflow when an activity is overdue?
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?
Thanks,
Comments
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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.
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@Amit Sarda (AmitSarda.xyz) do you have any documentation on this, I just signed up with make to see how easy it is. I created the Pipedrive connection easy enough, But not sure what variables to pass as the fields only show 3 selections (see pic)
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@Ian Curtinsmith you can book a call here: https://calendly.com/amitsarda/discovery
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