Triggers to send email to project owner

steveg
steveg Member Posts: 3 NEW MEMBER
First Comment
edited November 2024 in Workflow Automation #1

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

  • Irina Iglesias
    Irina Iglesias Pipedrive Team Posts: 50 PIPEDRIVE TEAM
    Fourth Anniversary 10 Comments Name Dropper Photogenic
    #2

    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!

  • steveg
    steveg Member Posts: 3 NEW MEMBER
    First Comment
    #3

    I actually ended up figuring it out late yesterday. Took a few trys, but got it tuned in. I was really looking for more of a step by step or better explianation of how to do this in the help knowledgebase. I could not find anything. Thanks

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