Create workflow automations with "Notes"?

Christian Carstens

Currently, it´s not possible to create workflow automation where "notes" is the trigger.  Have any of you found a way to work around this issue?

Daniel Bachmann_45847

Hey Christian,
not in Pipedrive directly. However, the automation tool Zapier has a trigger for when a note is created. Maybe it's worth looking into Zapier. 

Boris Tsibelman

You can achieve this with Zapier [creating a note through a Zap]

https://zapier.com/apps/pipedrive/integrations

Sivasankari Vinayagam

Hi Christian, 

Instead of Zapier, a simple script could be created using https://pipedrive.readme.io/docs/list-of-webhooks for notes, and create the actions via PD's APIs. Happy to help you on that

Please contact [email protected] to discuss more on that

Regards

Shan

Paalam, UK

paalam.co.uk

 

Karine Labrecque

We are using Activity Note as trigger to flow through our Team channel.....

Prokop Simek_26971

Hi Pipedrive, is there any plan to add a trigger for a new note to workflows? I don't want to pay for Zapier.

I'd love to notify my team in a Slack channel if any note contains some important information for them to keep them engaged.

Thanks!