Auto-scheduling activities pegged to a launch date. Is there a workaround?

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Al_23104
Al_23104 Member Posts: 4
First Comment

We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. 

Has anybody found a way to create the same result? 

If you could also use this feature then please comment.

User story;

As an administrator,
I want to create a set of activities which must be achieved at certain time intervals before a specific deadline,
So that I don’t miss any steps in my process and I can rely on my activity reminders to ensure that  defined business process is followed 

Scenario; I am creating a workflow automation for a deal with custom field ‘Rocket Lauch Date’ = 14/09/2021
Given that I am on step 3 “Action - Create activity”
When I am selecting the due date
Then I can choose 15 days before “Rocket Launch Date”

Wider context story;
Given that I have a deal with field ‘Rocket Lauch Date’ = 14/09/2021
When I move the deal into the stage ‘initiate launch’
Then 3 activities are created by a workflow automation;
Activity 1 - Check that the rocket build is on schedule with due date = 45 days before ‘Rocket Launch Date’
Activity 2 - Check that the rocket has been delivered = 15 days before ‘Rocket Launch Date’
Activity 3 - Check that the rocket fuel has been delivered = 5 days before ‘Rocket Launch Date’.

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited February 2022 #2
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    You can use Zapier.

  • Edie Mew
    Edie Mew Member Posts: 170
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited February 2022 #3
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    Hi @Al  please can I ask, do you use the expected close date in Pipedrive? 

  • Al_23104
    Al_23104 Member Posts: 4
    First Comment
    edited July 2021 #4
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    Edie Mew said:

    Hi @Al  please can I ask, do you use the expected close date in Pipedrive? 

    Hi @Edie Mew  , we don't use the expected close date. 

  • RockMass User
    RockMass User Member Posts: 2
    edited July 2021 #5
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    You can use Zapier.

    Could you please explain how can we do it?

     

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #6
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    You can use Zapier.

    You can anchor due dates to a date in Zapier and add/subtract days based on what you want.

  • Al_23104
    Al_23104 Member Posts: 4
    First Comment
    edited July 2021 #7
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    You can use Zapier.

    Thank you Amit, this worked well!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #8
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    You can use Zapier.

    Happy to help. :)

  • RockMass User
    RockMass User Member Posts: 2
    edited July 2021 #9
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    You can use Zapier.

    Hey Amit, does it not work for free plan? 
    How to anchor the due dates in Zapier? 
    I have never used Zapier before but I wanted to set up some automations such as sending an email one day before the activity is due. 
    There is no automation feature where I can set up an email sent one day before the activity is due.

    Pipedrive does not let me set up a workflow where it can create an activity when day before the triggered action such as I want it to create an activity one day before  when a specific activity is created, however, it creates that activity after the trigger action due date. 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #10
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    You can use Zapier.

    There may be limitations under the free plan.