Automation: Trigger=Field Update, Action=Note Creation

Bill Steele
Member Posts: 11



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