Sending out a filtered results daily

Jason Pyle
Jason Pyle Posts: 3
edited July 2022 in Ideas and Product Feedback #1

Hi all - I'm working in Pipedrive and currently have created a filter on activities to show me all of the overdue activities for my organization.  What I'd like to do is schedule a report to be sent out, say twice a week.  I've played with Workflow automation but it doesn't provide any scheduler or cron like functionality.  Has anyone figured out how to send report or filter results on a time schedule as opposed to when a trigger action happens?

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Jason Pyle

Vice President, Digital Integrations & Architecture  

Email: [email protected] 

https://www.higher.digital

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    Check out Flatly.

    It allows you to periodically download data from Pipedrive and last I checked they allow to select the data by filters.

    You can also check out Coupler.io. 

     

  • Jason Pyle
    Jason Pyle Posts: 3
    edited October 2020 #3
    Amit Sarda said:

    Check out Flatly.

    It allows you to periodically download data from Pipedrive and last I checked they allow to select the data by filters.

    You can also check out Coupler.io. 

     

    Very interesting although I'm looking for a no cost solution.  It's pricey just to satisfy this single use case.  If I have more use cases for this, I'll definitely come back and look.  Thanks!

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2022 #4

    HI @Jason Pyle 

    Unfortunately I don't have a solution for you right away but our goal in the future is to be able to have time based triggers in the workflow feature. This case you could send reminders of overdue activities.

    You can also already set up activity reminders in the mobile app, via email  or inside the web app.

  • Jason Pyle
    Jason Pyle Posts: 3
    edited October 2020 #5
    Mike van der Valk said:

    HI @Jason Pyle 

    Unfortunately I don't have a solution for you right away but our goal in the future is to be able to have time based triggers in the workflow feature. This case you could send reminders of overdue activities.

    You can also already set up activity reminders in the mobile app, via email  or inside the web app.

    Thanks for that update Mike.  In our case, we want to automate this everyday and have it go to all employees in Pipedrive rather than each person having to set up activity reminders.  I look forward to when this moves to the top of the backlog.

    Thanks,
    Jason

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