Adding tasks based on products in a deal with automation
I would like to create tasks for a deal based on whether specific products have been added to it. The only trigger I can find in automation is based on number of products, not a specific one.
For example, if Product A is added and the deal is won, I would like to create a task for support to get in touch with the client and help them get started. Product B is self explanatory and doesn't need this so no task should be created.
Am I missing something, or is this not possible?
Comments
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Hello @Anders Leander!
Glad to see you are using our Workflow Automations! We do not have a possibility for a Specific Product in the Workflow options at the moment. However, it can be done using a saved Filter with the steps below:
- You would need to save a Filter with Deal Attached Product is Product A in your case (example : https://sharing.pipedrive.com/MeOdbS)
- After that you can set up the Workflow automation for when Deal is won and use needed conditions + Filter (example of the conditions : https://sharing.pipedrive.com/M6mvJT)
- And finally set the action to have the full Automation: https://sharing.pipedrive.com/YyuiXf
I will also share this still as a feedback with our team so they could see improvement possibilities in future updates, but I hope the offered option helps you further!
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Kreete K said:
Hello @Anders Leander!
Glad to see you are using our Workflow Automations! We do not have a possibility for a Specific Product in the Workflow options at the moment. However, it can be done using a saved Filter with the steps below:
- You would need to save a Filter with Deal Attached Product is Product A in your case (example : https://sharing.pipedrive.com/MeOdbS)
- After that you can set up the Workflow automation for when Deal is won and use needed conditions + Filter (example of the conditions : https://sharing.pipedrive.com/M6mvJT)
- And finally set the action to have the full Automation: https://sharing.pipedrive.com/YyuiXf
I will also share this still as a feedback with our team so they could see improvement possibilities in future updates, but I hope the offered option helps you further!
Aaah! That's excellent. Not super intuitive but it gets the job done
I'm sure I can find lots of interesting uses for filters as triggers for automation, thanks!
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