Triggers to send email to project owner
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steveg
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Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
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Answers
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Hello @steveg
Yes, this can be achieved with our native Automations in Pipedrive. In this specific scenario, it should be something like this: https://sharing.pipedrive.com/i/hR0sum
Feel free to select which phase you want to trigger this in "instant condition" and fill all details about the email action part too.
Hope this helps.
Have a great day!
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