Workflow Automation Time Field

Matt Gerding
Matt Gerding Posts: 2
edited July 27 in Workflow Automation #1

I would be a great addition to the Workflow Automation to be able to delay an action by minutes, hours or days when it is triggered. For example, sending an email out 1 hour after a deal is created rather than have the default be immediately.

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Matt Gerding 

    Currently we've not planned working on scheduling actions for a specific time/date (e.g. send email next Monday at 12h)

    However, the ability to add a wait/delay step between actions, is something in our plans 🚀 (e.g. send email, wait 2 days, send email) 

  • Christian Ayala
    Christian Ayala Posts: 60
    edited October 2020 #3

    Hi @Matt Gerding 

    Currently we've not planned working on scheduling actions for a specific time/date (e.g. send email next Monday at 12h)

    However, the ability to add a wait/delay step between actions, is something in our plans 🚀 (e.g. send email, wait 2 days, send email) 

    Hi @Mike van der Valk 

    Anything on the roadmap for a significant update to automations?  Hoping for a business process builder.

    Thank you.

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #4

    Hi @Matt Gerding 

    Currently we've not planned working on scheduling actions for a specific time/date (e.g. send email next Monday at 12h)

    However, the ability to add a wait/delay step between actions, is something in our plans 🚀 (e.g. send email, wait 2 days, send email) 

    Hi @Christian Ayala we have some plans on the workflows. I can't give a way too much as we're still in planning phase but extending them to the leads section is our first plan. After that most likely (don't pin me on it) we'll work on adding an option to set delays. So send email after 2 hours or something. Date/time triggers are also in the plans but again, no eta unfortunately.

  • Daniel Arellano
    Daniel Arellano Posts: 1
    edited April 2021 #5

    This is the single most frustrating thing about trying to set up automations. I need to be able to do automations based on a time frame.

    Tracking time is already being done by Pipedrive (tracks days since last activity, dealt rot, etc). Let us do automations based on the time that's already being tracked.

  • Andre_8504
    Andre_8504 Posts: 5
    edited April 2021 #6

    This is the only reason we're going to move away from Pipedrive, the requirement to have delays / setting x days or hours for an action or chaser is crucial to any workflow (well, definitely for us anyway)

    If you do ever implement let us know.. 

  • Emil Chichioi
    Emil Chichioi Posts: 3
    edited May 2021 #7

    Please include this feature, this is really important to us.

  • Nicholas Piaskoski
    edited April 21 #8

    Any update on this functionality?