Activity notiification

Adina Faiman
Adina Faiman Posts: 18
10 Comments Second Anniversary Name Dropper Photogenic

I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt automations. Any ideas on how to achieve this? Would this be possible to do with Zapier?

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 24 #2

    Can you try creating automation with Trigger: Activity Created and Action: Send Email/Slack?

    In theory, this should work.

    Let me know where you're stuck. 

  • Adina Faiman
    Adina Faiman Posts: 18
    10 Comments Second Anniversary Name Dropper Photogenic
    edited November 2020 #3

    Can you try creating automation with Trigger: Activity Created and Action: Send Email/Slack?

    In theory, this should work.

    Let me know where you're stuck. 

    By Trigger do you mean Pipedrive's internal automation tool? In that case I'm not sure how would I insert a link to the item...

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited November 2020 #4

    Can you try creating automation with Trigger: Activity Created and Action: Send Email/Slack?

    In theory, this should work.

    Let me know where you're stuck. 

    Your subdomain/deal/dealID.