Automations Scheduled by Date

Josh Monifi
Josh Monifi Member Posts: 162 VERIFIED MEMBER
250 Up Votes Fourth Anniversary 100 Comments 25 Likes
in Ideas and Product Feedback #1

We need the functionality to schedule an Automation by date. Such as:

  • Send email on the 3rd day of the month
  • Create a lead on the 1st of the month
  • On the last day of the month, send a Report or Dashboard link to an email address

We could put this to use in this related post:

Insight Report & Dashboard Auto-Send — Pipedrive Community: Connect, Collaborate, Share

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  • johndbritton
    johndbritton Member Posts: 14 VERIFIED MEMBER
    Name Dropper 5 Up Votes First Comment
    #2

    I also would like the ability to trigger an automation on a schedule. I would use it to post a weekly summary of progress in Slack for our sales team.

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