Automation for Update Task Owner

jonaskzk
jonaskzk Member Posts: 4 NEW MEMBER
First Comment
edited July 2024 in Workflow Automation #1

Hello everyone!

I would like to create a new automation in Pipedrive:

Trigger: Deal is moved to a new pipeline

Action: Update the owner of an activity previously created when the deal was generated.

I can't find a way to make this possible in the automations panel, can anyone shed some light 😅?

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    Can't do this with Pipedrive automation. Need to use one of Make/Integromat or Zapier or Relay.app

  • jonaskzk
    jonaskzk Member Posts: 4 NEW MEMBER
    First Comment
    #3

    Thanks Amit!

    I have plain knowledge about this tools and already know how to send a webhook endpoint to Make or Zapier, but still I can't map the previous activity that has been created to update it's owner, or even set the new owner to the currently Deal's owner.

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