Activity Automation - Order of Operations

Elise Brown
Elise Brown Member Posts: 14 VERIFIED MEMBER
Fourth Anniversary Photogenic First Comment 5 Likes

Hi PipeDrive, it would be helpful if the user could choose the order of operations in a workflow automation that involves the creation of an activity. We have a number of automations that name the selected activity with the Deal Name and other information. However, the customer first receives a generic invitation with just the activity type name. Then, they get another updated invitation with the automatically named activity. This is very confusing to the customer. If the user could choose to first rename the activity and then send the invitation, this would be very helpful. Thanks!

1
1 votes

Active · Last Updated