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Comment envoyer un mail ou une notif teams quand l’échéance d'une activité est dépassée ?

Franck_30465
Franck_30465 Member Posts: 4 VERIFIED MEMBER
edited July 2022 in Social Groups #1

Bonjour à tous,

sauriez-vous comment envoyer automatiquement une notif de relance ou un mail quand l'échéance d'une activité est dépassée, donc non traitée dans les délais ?

merci d'avance pour vos retours ;)

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited February 2022 #2

    Hi @Franck the way to do that is creating a filter with that date or that condition and then create a workflow that triggers when a deal goes in the filter. Is the same way to send a birthday mail to customers. Let me know if you need help!

  • Franck_30465
    Franck_30465 Member Posts: 4 VERIFIED MEMBER
    edited March 2021 #3
    Fabrizio Nicolosi said:

    Hi @Franck the way to do that is creating a filter with that date or that condition and then create a workflow that triggers when a deal goes in the filter. Is the same way to send a birthday mail to customers. Let me know if you need help!

    Bonjour Fabrizio, 

    merci pour ta réponse mais sauf erreur de ma part ta méthode ne permet pas de générer ce filtre dans un scenario pour automatiser, dans le cas contraire te serait il possible de me faire une capture écran s'il te plait ? en te remerciant par avance.

    PS : l'équipe de Pipedrive m'a indiqué qu'il n'était pas possible à ce jour d'effectuer une notification de relance ou un mail quand l'échéance d'une activité est dépassée et non traitée, ils ont remonté ma demande à leurs développeurs? Suis-je le seul à avoir ce type de besoin ? ;)

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited February 2022 #4

    It's a bit crazy but it should works. 

    Basically make a filter where the add date is not the due date :), so every day it should show you overdue tasks for that specific day. 

    Create a workflow where there is this filter on activities and then activate a trigger every time an activity goes on in it and finally send an email. Let me know if it works. See a screenshot about filter for activities.

     

    image
  • Franck_30465
    Franck_30465 Member Posts: 4 VERIFIED MEMBER
    edited April 2021 #5
    Fabrizio Nicolosi said:

    It's a bit crazy but it should works. 

    Basically make a filter where the add date is not the due date :), so every day it should show you overdue tasks for that specific day. 

    Create a workflow where there is this filter on activities and then activate a trigger every time an activity goes on in it and finally send an email. Let me know if it works. See a screenshot about filter for activities.

     

    image

    Bonjour Fabrizio,

    merci beaucoup pour tes réponses. hélas cela ne fonctionne pas,  j'ai contacté Pipedrive qui m'a dit que ma demande est en cours de test des développeurs. j’espère que la mise à jour sera en production très vite. suis-je le seul à avoir ce type de besoin ? ;)

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited April 2021 #6
    Fabrizio Nicolosi said:

    It's a bit crazy but it should works. 

    Basically make a filter where the add date is not the due date :), so every day it should show you overdue tasks for that specific day. 

    Create a workflow where there is this filter on activities and then activate a trigger every time an activity goes on in it and finally send an email. Let me know if it works. See a screenshot about filter for activities.

     

    image

    I've done my best. Yes I know that are working on that.

    I hope you are not the only one! :) See you

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