Workflow Automation Condition: Activity marked "DONE", now move to next step - ISSUES

Brett Farrar

Hello, new to Pipedrive.
Building Workflow Automations and trying to space out the activiites.  Ideally, once I mark Activity #1 as done, then the next Activity would be created/scheduled.  Without this, all activities just load, and if I setup an EMAIL in the workflow it goes out at the start which is not what I want.  

Any advice or links to help would be great!  Thank you

Andreia Freixo

Hi Brett,

If you need help setting up your automations, don't hesitate to reach out to our lovely support team.

Have a lovely day!

Liz (Ops Designed)

Hi @Brett Farrar - Welcome to Pipedrive! It can feel like there's a lot to learn, but it's awesome once you get down the features key to your sales process. Here's what I'd recommend:

1. For the first case, start with the workflow automation template "Every time an activity is marked as done, create a new activity" this will contain the basic setup you need to do what you're describing.
2. There are also pre-built templates for triggering an email. They can be found under {{yourorganizationname}}.pipedrive.com/settings/automation/list?templates=send-email. This isn't a totally exhaustive list as you could create longer workflows where an email would trigger at the very end, but it's a good place to start.

Hope this helps!