Automation queries

Kelly Goss
Kelly Goss Member Posts: 4 VERIFIED MEMBER
Third Anniversary Photogenic
edited July 2022 in Apps and Integrations #1

Hi all, 

I hope you're staying safe in these challenging times we're living in

I have 2 questions for currently set up automations both related to a "Direct Message" in Slack using Dealbot action:

  1. We're trying to @mention a group in Slack. Typing in "@group_name" does not work. We've tried some code e.g. "<!subteam^S0DGAPB6G>" which worked for a while but now doesn't work. Any thoughts on getting this to work?
  2. When a deal changes (with certain conditions), we want to send a DM to the Deal Owner. However if someone else makes a change to the deal, the DM is sent to the user who made the change. Any way around this?

Thanks in advance,

Kelly

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 821 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited April 2022 #2

    You might be able to achieve most of this using Zapier

  • Kelly Goss
    Kelly Goss Member Posts: 4 VERIFIED MEMBER
    Third Anniversary Photogenic
    edited February 2022 #3

    Hi @Boris Tsibelman yes thanks Zapier will definitely be the second option if I can't get this working in PD 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 821 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited March 2020 #4
    Kelly Goss said:

    Hi @Boris Tsibelman yes thanks Zapier will definitely be the second option if I can't get this working in PD 

    I'm pretty sure Pipedrive does not have this out of the box built in.

  • Kelly Goss
    Kelly Goss Member Posts: 4 VERIFIED MEMBER
    Third Anniversary Photogenic
    edited April 2022 #5

    Okay thanks. The workflows are built in PD and both were actually working, but now they have stopped working.

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