Is it possible to create Automation based on an Activity?

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Edie Mew
Edie Mew Member Posts: 170
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edited July 2022 in Apps and Integrations #1

I'd like to know if its possible to create Automation based on a activity being created. I'm aware Zapier could achieve this, just wanted to see if it can be done within Pipedrive first

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited February 2022 #2
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    This is doable, although the first condition in your criteria doesn't add any value and can't be tested in Pipedrive's automation.

  • Edie Mew
    Edie Mew Member Posts: 170
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    edited April 2021 #3
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    This is doable, although the first condition in your criteria doesn't add any value and can't be tested in Pipedrive's automation.

    Thanks Amit, please can share some more insight into how I may be able to achieve this, via Pipedrive, Zapier or another workaround? 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited April 2021 #4
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    This is doable, although the first condition in your criteria doesn't add any value and can't be tested in Pipedrive's automation.

    Pipedrive Automation.

  • Edie Mew
    Edie Mew Member Posts: 170
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited April 2021 #5
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    This is doable, although the first condition in your criteria doesn't add any value and can't be tested in Pipedrive's automation.

    Thanks Amit, I will look at Pipedrive Automation - do you have an overview you can provide me which will help me build this automation (i.e. select this condition instead etc)

  • Bruck
    Bruck Member Posts: 16
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    edited April 2021 #6
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    Edie, I already did much automation using Pipedrive Automation. My suggestion you first look at the already created templates. some are with the trigger base in activities. 
    After that, use one and modified according to your necessity.
    Please let me know if you need any more advice and you were able to create your solution.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited May 2021 #7
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    This is doable, although the first condition in your criteria doesn't add any value and can't be tested in Pipedrive's automation.

    You can book a call. :)