Automation: Trigger=Field Update, Action=Note Creation

Bill Steele

The title pretty much says it all. An example:

I change a label on a person/org/deal, it scrapes the bits of info from the person/org/deal that I specify, and slaps them in a note on the same or any other person/org/deal.

Yes I can accomplish this in Zapier or Make, and I have, but native in Pipedrive would be nice.

inacyakup

Hi Bill

This is possible in Pipedrive.

Go Automation --> Deals Update --> Action --> Create Activity(Add Note). And it's over. i hope this will help you.

Good Works

Bill Steele

Yea that's kind of close, but not quite. I'm looking for "Note" creation, not a note in an Activity, but thanks.