New Trigger on Archiving an item

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Marc12345
Marc12345 Member Posts: 6
First Comment
edited April 16 in Workflow Automation #1

I'm looking for a way to start automation when a Lead, Deal or Project is being archived by a user. At the moment I see only triggers on creation, updates or deletion. Would it be possible to add the Archive trigger as well?

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 147 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes
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    Hey @Marc12345 👋

    Currently there's no option to follow an archive trigger, but we can make it work! If you just want that option, then I'd say you can pass that suggestion in the "Ideas and Product Feedback", but I'll leave here some suggestions that might help you :)

    For leads:
    - You can use a "Lead updated" and then a condition for "archived has changed to true", followed by the action you want (for my example, it will be "send email), so this is what it would look like:

    For deals the idea would be the same, but how are they being archived? As of now, we don't have the option to archive a deal. But if you are using a label or a custom field to do that, then the same idea can be applied here!

    For projects:
    - We can apply the same idea, so it would look like this:

    I hope this helps :D