Automation - Instant condition - Compare date

Francesc
Francesc Member Posts: 1 NEW MEMBER
edited November 15 in Workflow Automation #1

Hi,

How can I compare if the expected close date is before today? If it is a date in the past.

Can't see the option…

Condition.png

Thanks!

Tagged:

Answers

  • Irina Iglesias
    Irina Iglesias Pipedrive Team Posts: 53 PIPEDRIVE TEAM
    Fourth Anniversary 10 Comments Name Dropper Photogenic
    edited November 15 #2

    Hello @Francesc

    Unfortunately, this isn’t currently possible with our native Automations. However, a tool like Zapier might help you achieve what you’re looking for.

    From your request, I understand you want to automate actions based on whether an expected close date has passed, so perhaps the "Formatter Step" in Zapier might help achieve it with How to compare and calculate two dates in a Zap

    In the meantime, we encourage you to contact their support to clarify this and feel free to also reach out to our support team with more details about your scenario—they’ll be happy to explore the best possible solution for you if one is available.

    Thank you for understanding.

Categories