Is it possible to automate a reminder with a condition when "the deal hasn't registered any changes"
When a deal gets into a stage, I want to set up an automation so that, after x days, if it hasn't registered any changes, it sends an alert to Teams or email.
I set the trigger to stage change, that's ok.
I set a delay for x days.
But... I don't know how to set the condition of "it hasn't changed": no new activities, no stage change, nothing... just no changes. Does this condition even exist?
Thanks in advance.
Comments
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Try setting some additional filters in the workflow automation like "last stage change" = today
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- Define a filter using 'last stage change' as Boris mentioned.
- Set up automation using Make/Integromat to periodically poll for deals that appear in the above filter.
- Define the action in the automation based on where you'd like to be notified.
If you have any other questions, please don't hesitate to reach out.
Best,
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Hi Elio!
It should be possible to set up also using our Rotting feature together with the Workflow Automations delay functionality. Rotting feature is meant for deals that have no updates: no changes in fields, no emails sent, nothing added etc. It shows idle deals. In this case, Rotting is also a filter and can be used as a condition after the delay step - so the automation would see if the Deal fell under the Rotten feature and can trigger based on that.0 -
Kreete K said:
Hi Elio!
It should be possible to set up also using our Rotting feature together with the Workflow Automations delay functionality. Rotting feature is meant for deals that have no updates: no changes in fields, no emails sent, nothing added etc. It shows idle deals. In this case, Rotting is also a filter and can be used as a condition after the delay step - so the automation would see if the Deal fell under the Rotten feature and can trigger based on that.Hey Kreete, thanks a lot, that sounds quite like what I'm looking for! I'll try it!
Best!
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