Email automation when task is marked as "done"

Oliver Schlögl
Oliver Schlögl Member Posts: 4
First Comment Photogenic
edited May 2023 in Workflow Automation #1

I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done".

Use case: I would like to inform a customer that something was done.

Answers

  • inacyakup
    inacyakup Member Posts: 181
    5 Likes First Answer First Comment Name Dropper

    Hi Oliver,


    This is possible.


    Go Automations --> Activity updates --> (if you want, you can add conditions but you dont want to add conditions skip this step and )--> go actions --> send e-mail using template

    the automation you will use in this way


    Best Regards

  • Oliver Schlögl
    Oliver Schlögl Member Posts: 4
    First Comment Photogenic

    Hi inacyakup,


    thanks for your reply! My question was based on "tasks" not "activities". I could not find a task-based trigger. Any ideas what I could do?


    Kind regards,

    Oliver

  • inacyakup
    inacyakup Member Posts: 181
    5 Likes First Answer First Comment Name Dropper

    Hi Oliver

    Go Automations --> tasks updates --> (if you want, you can add conditions but you dont want to add conditions skip this step and )--> go actions --> send e-mail using template


    Best Regards