Automation: Trigger=Field Update, Action=Note Creation

Bill Steele
Bill Steele Member Posts: 11
Second Anniversary First Comment Photogenic
edited June 9 in Workflow Automation #1

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.

Answers

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes
    #2

    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
    Bill Steele Member Posts: 11
    Second Anniversary First Comment Photogenic
    #3

    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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