Is it possible to create Automation based on an Activity?

Edie Mew
Edie Mew Posts: 147
100 Comments First Answer 5 Up Votes 5 Likes
edited July 26 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

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    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 Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited April 2021 #3

    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 - Pipedrive Consultant - AmitSarda.xyz
    edited April 2021 #4

    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 Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited April 2021 #5

    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)

  • Armando Bruck
    Armando Bruck Posts: 15
    edited April 2021 #6

    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 - Pipedrive Consultant - AmitSarda.xyz
    edited May 2021 #7

    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. :)