Create activity only if deal left in stage for x days - no way to add delay or refer to existing act
Our Deals move through pipeline stages automatically as things happen on our platform (via API).
I want to create activities on the deals if they do not progress onto the next stage after a certain number of days. eg:
- If in stage X for 2 days, create activity for deal owner to Y.
However the only triggers are if something (a deal) has been created, updated, or deleted.
I thought I could get away with this by doing the above in a slightly longer way:
- When deal is moved to stage X, create activity Y in 2 days.
- If deal stage is moved from stage X, delete activity Y.
I can do the first part of this in a workflow fine, but there's no way to add a delay (or a second condition to check if the deal moved from stage X) before deleting the activity in the same workflow.
I tried doing the second part in a separate workflow but then I cannot refer to the existing activity to be able to delete it.
Any advice on any other way I could achieve this? Thanks in advance
Comments
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You can create a filter to check when the deal's stage was changed last, and then use that filter to trigger activity creation.
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Amit Sarda said:
You can create a filter to check when the deal's stage was changed last, and then use that filter to trigger activity creation.
Hi Amit thanks so much for your quick response!
How would I use the filter in the workflow? I am not sure any of the triggers would work as no deals are being created, updated or deleted?
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Amit Sarda said:
You can create a filter to check when the deal's stage was changed last, and then use that filter to trigger activity creation.
You have to use it as a condition in your workflow.
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