Auto-scheduling activities pegged to a launch date. Is there a workaround?
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’.
Comments
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You can use Zapier.
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Amit Sarda said:
You can use Zapier.
You can anchor due dates to a date in Zapier and add/subtract days based on what you want.
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Amit Sarda said:
You can use Zapier.
Thank you Amit, this worked well!
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Amit Sarda said:
You can use Zapier.
Happy to help.
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Amit Sarda said:
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.
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Amit Sarda said:
You can use Zapier.
There may be limitations under the free plan.
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