Create a new activity when all activities of a type is marked done
We are trying to hand over processes between employees, or give tasks when certain critieria is met.
I would for instance like to do the following
A deal wil have Task A, B, C of type X
When all tasks have been marked done I would like to create Task D,E,F of type X
When all tasks have been marked done I would like to create Task G,H,I of type X
When all tasks have been marked done I would like to create Task J of type Z
I cant seem to figure out how to do something like this - any ideas to some weird workarounds?
Answers
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Can think of a workflow using Make/Integromat or Zapier.
When an activity is marked done, search all outstanding activities of type X for the specific deal.
If no activities are found, create the next set of activities.
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Hi @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz - I would really much like not to add extra software. This should be doable in Pipedrive right?
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Yes this is possible. You can use any piece of code you want using the API in Pipedrive.
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I always suggest using Pipedrive for things that can be done in Pipedrive. @Estaldo Kundesupport
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