Getting a Mail when a deal is minimum one day (24h) without an new activity

Chris_Print
Chris_Print Member Posts: 5 VERIFIED MEMBER
First Comment Photogenic
edited August 29 in Workflow Automation #1

Hi!
May you can help me to build a simple workflow that send to an creator of a deal an automatic mail when an OPEN Deal hasnt got a new activity for 24h?
Thanks for help! 🙏
Christian

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Best Answer

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2 Answer ✓

    Hey, @Christian Printing!

    To make this happen, you need to setup a trigger for this automation, which would be the manual event that would define the beginning of the 24-hours counting. If you want the trigger to happen within a deal, you can use "deal created" or "deal updated", for example.

    Once you have a trigger, you will have to insert a delay in your automation and the action, which should look like this:

    image.png

    I hope this helps :)

Answers

  • Chris_Print
    Chris_Print Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic
    #3

    Good day Leonardo,

    special thanks, i will try it like this and wait for first mails! 🤗

    Have a great start into the weekend!
    Christian

  • Chris_Print
    Chris_Print Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic
    edited September 10 #4

    Good day @Leonardo Zimmermann!
    I build it same like you but seems not to work… I change timer to "1 hour" that i can test if it works after some hours, then a lot of time nothing happen, then 4 mails comes all 10min… so what is wrong on this workflow?

    image.png


    Seems that there is not a clear automatism.


    Thanks for help!
    Christian

  • Chris_Print
    Chris_Print Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic
    edited September 25 #5

    Ok, we fixed ourselves. We use "Upcoming activity Deal is 0" before delay and same after delay to check if it changes. Then the automatism seems to work :-)!

    Same we want to check in Projects. So we want to get an alert when a project have no future activity. Is there any chance to get this? I doesnt found "Upcoming activity Deal Count" in Projects like in Deals…

    Thanks for help! :-)
    Christian

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