Custom Automations like the Templates
Hey everyone!
Pretty new to Pipedrive, so this may be a stupid question... am I able to create custom automations with the complexity of the templates? I'd really like to be able to use "When a deal has been added to a specific pipeline stage" as my trigger, but it appears for custom automations my only deal-related trigger is when a deal is created, updated, or deleted. I'd like to take the template that does the above and layer on some custom elements if possible...
Answers
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Hi @Jack_BMM -
Yes, you can definitely do this! In this specific example, the trigger and condition would look something like this:
You can take a look at my free videos on YouTube in this playlist to learn more about the possibilities when using Pipedrive Workflow Automations https://www.youtube.com/playlist?list=PL0g47ZmD5OEJyN5eBLzBt2xru6ty2qxXV
Please feel free to reach out if you would like additional support.
- Liz
Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations
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Awesome @Liz (Ops Designed) , thank you. We'll be sure to check out your playlist!
Jack
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