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?
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.
You can achieve this with Zapier [creating a note through a Zap]
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
We are using Activity Note as trigger to flow through our Team channel.....
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.