What's the best way to trigger automation based on deal rotting?

flow.digital
flow.digital Member Posts: 12 VERIFIED MEMBER
Third Anniversary Photogenic
edited April 2024 in Workflow Automation #1

 

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  • flow.digital
    flow.digital Member Posts: 12 VERIFIED MEMBER
    Third Anniversary Photogenic
    edited February 2022 #2

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,028 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited April 2020 #3
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    Yep, date triggers are planned though for the future but right now Zapier is the best way to go!

  • Rasmus Kriegel
    Rasmus Kriegel Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #4

    Maybe this could work

    image
  • Sylvain
    Sylvain Member Posts: 43 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Up Votes Name Dropper
    edited April 2020 #5
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    I look forward !!

  • flow.digital
    flow.digital Member Posts: 12 VERIFIED MEMBER
    Third Anniversary Photogenic
    edited April 2020 #6
    Rasmus Kriegel said:

    Maybe this could work

    image

    Thank you @Rasmus Kriegel , this won't work in this situation because I'm looking to trigger when the deal enters rotting. This triggers when the deal is updated. 

  • Rodrigo Villa
    Rodrigo Villa Member Posts: 2 VERIFIED MEMBER
    edited May 2021 #7
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    Any time table on this Mike ?

     

  • Nikolaos Tsivdaris
    Nikolaos Tsivdaris Member Posts: 1 VERIFIED MEMBER
    edited October 2021 #8
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    Hi, how did you make it work with Zapier. Thank you in advance. 

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