Has anyone found a workaround for the lack of time-based triggers?

I would like to automatically schedule activities based on dates such as "Won Time", as I have several clients all with different Won dates.

I'm eagerly awaiting the time-based trigger, but in the meantime, has anyone got a good solution?

Comments

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

    You already can.

     

    Trigger: Deal Updated

    Conditions: Status Changed and Status is Won

    Action(s): Create activities x days in the future.

  • Abigail Portugal
    Abigail Portugal Posts: 2
    edited November 2020 #3

    You already can.

     

    Trigger: Deal Updated

    Conditions: Status Changed and Status is Won

    Action(s): Create activities x days in the future.

    Hi Amit, this works for any newly won deals I have. But what about older deals whose status is already Won? How do I automatically schedule an activity 3 months after that deal was won?

    So if a deal was marked won back October 1 (before any automation was set up), I'd like the automation to create an activity that is exactly 3 months after October 1. I want the activity's deadline to be based on a date, rather than on when I did something like I add it to a pipeline. 

  • Yannik Sommer_13971
    edited November 2020 #4

    Hi Abigail, 

    As of now, Zapier is probably your best option. 

    Your example should be doable with a simple two-step Zap. 

    https://lmtbrk.me/lte8f 

    This is an example for a Zap using birthdate to schedule an activity for a call once birthday is due. 

    Bit different use case but pretty much the same logics. 

    Let me know if you need more help :)

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2020 #5

    You already can.

     

    Trigger: Deal Updated

    Conditions: Status Changed and Status is Won

    Action(s): Create activities x days in the future.

    You can still trigger the workflow just by making any change to them.. it's the deal update that triggers the workflow and then it looks for the conditions to trigger on @Abigail Portugal so perhaps make a bulk edit of something and trigger it to auto and bulk create the activities.