Error on Automations "insufficient authorization"

Janosch Wechsler
Janosch Wechsler Member Posts: 13 VERIFIED MEMBER
First Answer First Comment Photogenic
in Sales CRM #1

Hi there,

I started automating a few things regarding the Projects AddOn.

In this case it's a simple automation that creates (or should create) an activity for a user (in my testcase - myself).

I have full admin rights, so I was a bit surprised when I saw that the automation (at least the trigger) works but then stops right at creating the activity saying


PD-Error.png


"Action failed - insufficient authorization/rights.

The user that triggered the automation has not the necessary rights"


...


Again, I have an admin-account with no set restrictions.

The user involved in that automation was also me, no non-admin users involved in my test run.


What could be the reason, that the automation ends in an error?

And who - if not the admin - has the rights to trigger that automation? 😅

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Best Answer

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 170 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2 Answer ✓

    Hi @Janosch Wechsler 👋

    I believe the error might not be as straightforward as that, so it might not be a permission issue!

    It can be that via a workflow automation, an activity cannot be connected to deal/lead and project at the same time - manually it can, but I think that via the automation it might cause an error. If that's not the case, then it might be a real issue that will need the Engineering team's intervention.

    If this is still happening please reach out to our Support team so they can check this further for you 🙏

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