Is it possible to create Automation based on an Activity?

Edie Mew

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

Amit Sarda (AmitSarda.xyz)

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

Amit Sarda said:

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 said:

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

Amit Sarda said:

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

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 said:

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.