Date Based Triggers for Automations

lexicon

Hello Team!

I am trying to automate some email campaigns based on custom date fields that we use in our Travel Agency (passport expiration date, anniversary date, birthday, etc.) and am finding that there is no date related trigger in the automations. I would love to automatically send passport renewal reminders (six months before expiration date) among others. I also tried using Zapier, but campaigns aren't an event option yet. Is this on the development team's radar to add?

Thanks, Alex

Amit Sarda (AmitSarda.xyz)

Hi @lexicon I recently set up a similar automation for birthday reminders using Make/Integromat.

The action could be a simple email send action.

lexicon

Hi @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz , I just looked at Make's Pipedrive options and it doesn't look like it can send a Pipedrive campaign either. Am I missing it? I'm trying to consolidate my tools and already use Zapier, so I am hesitant to sign up for an additional paid service.

Amit Sarda (AmitSarda.xyz)

It doesn't.

Hence I suggested using a simple send email action instead of using campaigns. End points for campaigns and projects are not available yet and we therefore have to work with other options.

The specific workflow requires running an automation on a schedule, which is where Zapier doesn't cut it.

lexicon

I was actually able to do a time-based trigger in Zapier, I just couldn't send email campaigns as the event. That would be great to have from the Pipedrive team.