Can we automate a Number in a Title of an Activity ?

David Picard

I would like when my automation is triggered, to incremente the no.X.

So if last week it was "IMP SN Week no.12" … the automation triggered this week would be

"IMP SN Week no.13"

Thanks 😀

Axel

Hi @David Picard ,

You can't increment it properly speaking

It would be possible in flat value. For example putting the number in your automation's conditions "Activity subject contained "12" then "Update activity" and here you type your subject with 13 inside.

Maybe I missed something so don't hesitate to put more details 👍

Axel

David Picard

@Axel Thanks for your answer.

Okay, but it seems static. What will happen when we're at 13? My automation will still search for 12 in the object.

Precision:

In fact, I want to know which number of weeks in my calendar I'm working for my client.

Imp SN Week no.13 (so it's the 13 th week I'm working)

Axel

Hi @David Picard ,

Yes that's the problem.

I think you will have to setup another automation for 13 to 14 , and so on

For your use case, maybe an automation like this would also work :

Create a custom numerical field for Number of weeks

Trigger your automation when the first week (= either activity is done or your put "1" in this field )

Then delay for a week and update this field with "2 "

And so on

Let me know

David Picard

Indeed…

If we could use calculated field even in notes, it could be interesting.

Tks for trying.

Carla Garcia

Hi @David Picard ,

Although Pipedrive has formula fields from the Professional plan onwards, it is not possible to calculate increments automatically, but you have a workaround using zapier. You need to create a numerical field to enter the week number on the details of your deal or person, and create a zap starting with a matching filter for example that week field is not empty. Then you use "formatter by zapier", selecting "numbers", then math operation, with "add", you bring the numerical field from the trigger matching filter, and add 1 to the formula. The output will be in this example "41", which you can then update the person or deal in pipedrive with it. I hope this helps 😉

Amit Sarda (AmitSarda.xyz)

Maybe using Make/Integromat or Zapier or Relay.app.

David Picard

Thanks guys for your help. very precise by the way.

On my pov and vision, I prefer to stick as much as possible inside. So I will endure some manual entries. Pdrive should do their max to give us many options to do all the things inside of what they started. Anyways If I change my mind I have your solutions!