Workflow Automation: Schedule based on time inside deal

HelenRuger

I would like to know if it's possible to auto create an activity to be due on a specific date AND time based on the deal's data fields. For example, if I'd like to auto create an activity for catering, I can have the activity 'due' on the event date listed inside the deal, but not the event time. I have to choose a specific time and then manually change the time inside the deal.

Amit Sarda (AmitSarda.xyz)

Hi @HelenRuger

You can have a custom date-time range field inside the deal and automate this using Make/Integromat.

Best,

Amit

Felix Brumme

We were only able to automate this in a roundabout way and use Zapier for this. https://zapier.com/

You can change all changes in the deal via Zapier in PD. As a trigger for Zapier, you have to build a filter in PD that contains the date. (Date is exact or earlier than today)

If you want to send a mail about such a date time-controlled directly from PD, then it is a bit more complicated:

1. PD Preparation-Settings

1.a) Create a filter in which the date field is used. (Date is exact or earlier than today)

1.b) Create additional dropdown field for trigger "task xy todo" + "task done" (This trigger field can be extended for all such automations).

2. Zapier part

2.a) zapier trigger is: deal matches filter

2.b) zapier action is: change trigger field in PD to todo

4. automation in PD is triggered with the trigger field. 

4. a) PD automation should wait for 8 hours (so you don't send the mail at midnight)

4. b) PD automation send the mail 

4 c) PD automation set the trigger field to done.