Adding tasks based on products in a deal with automation

Anders Leander
Anders Leander Posts: 5
edited June 17 in Workflow Automation #1

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

  • Kreete K
    Kreete K Moderator Posts: 223 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited February 25 #2

    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:

    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!

  • Anders Leander
    Anders Leander Posts: 5
    edited April 2021 #3
    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:

    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!