Multiple workflow templates into 1 custom workflow.

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Akash Jaladurgam
Akash Jaladurgam Member Posts: 3
edited July 2022 in Ideas and Product Feedback #1

Can we use 1 trigger & make automation something like....

Every time an activity(A) is marked as done, create a new activity(B), once that activity(B) is marked as done, create a new activity(C), once the previous activity(C) is marked as done, create another activity(D). I would like to create an automation something like this..

Rather than using more templates or many automations.

I'm trying to fit 3 automation templates into 1 custom workflow.

If that is possible then please send an example. That would be a great help.

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited September 2021 #2
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    That's not possible today.

  • Marcelo Silva
    Marcelo Silva Member Posts: 243
    First Anniversary First Comment Photogenic
    edited September 2021 #3
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    Hope you have fun with my super nintendo RPG English :D

     

    Create an automation to create a start activity

    Example: start

     

    This activity will have the description A

     

    Then create a new Updated Activity automation

    Example: Activity Description contains A and Activity Status changed to Completed

     

    Then create the Update Activity action and update Activity 1

     

    When updating, change the subject, type etc, but mainly, increment the Description condition to AB

     

    Then create a condition where Activity 1 contains Description AB

     

    Then just repeat the process, and incrementing the description of the new activity ABCD ABCD0 etc.

     

    https://www.youtube.com/watch?v=fYv2ocH4QaE
  • Inês Batata
    Inês Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited September 2021 #4
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    Hi @Akash Jaladurgam , @Amit Sarda !

    This is something we have in our backlog plans but right now there's no calendarization for when it will happen. We do recognize it's a very desired option, though.

    At the moment I would recommend you follow @Marcelo Silva 's tip.  

    In the meantime, this is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
       

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