Create workflow automations with "Notes"?

Christian Carstens
Christian Carstens Member Posts: 2 VERIFIED MEMBER
Second Anniversary Photogenic
edited April 2024 in Workflow Automation #1

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?

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Answers

  • Daniel Bachmann_45847
    Daniel Bachmann_45847 Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited August 2021 #2

    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
    Boris Tsibelman Member Posts: 816 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited August 2021 #3

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

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

  • Sivasankari Vinayagam
    Sivasankari Vinayagam Member Posts: 6 VERIFIED MEMBER
    First Comment
    edited April 2022 #4

    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 shanprem@paalam.co.uk to discuss more on that

    Regards

    Shan

    Paalam, UK

    paalam.co.uk

     

  • Karine Labrecque
    Karine Labrecque Member Posts: 21 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Likes Photogenic
    edited November 2021 #5

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

  • Prokop Simek_26971
    Prokop Simek_26971 Member Posts: 2 VERIFIED MEMBER
    First Comment Photogenic First Anniversary
    #6

    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!

  • Jim Wilson
    Jim Wilson Member Posts: 2 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    #7

    Zaps also dont let you take advantage of the nice 'Attribute Has Changed To' for filtering and you cant use the all important 'Attribute' vs 'Attribute Was', once this hole is patched up ill be a happy man!

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