Email automation when task is marked as "done"

Oliver Schlögl · 2023-05-23T10:30:35+00:00

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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.

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inacyakup

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

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

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