Automation with "no activity" trigger

Marcelina Drozd
Marcelina Drozd Member Posts: 32
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edited July 2022 in Sales CRM #1

I created an automation in which a filter is a trigger but it doesn't work. Maybe someone can help me.

So the filter is: there has been no update by the deal in the last 2 months. I put it as a trigger:

image

These are the conditions for the filter:

image

Am I not seeing something? that the trigger doesn't work?

Thanks in advance for any advice!

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Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited June 2022 #2

    Hi Marcelina!

    Pipedrive automations all need an active trigger - some change or update in specific items. Only after that Filter conditions can be selected. There might be workarounds with Delay functionality, but it depends on exact case. Feel free to reach out. toour Support team via in-app chat or email support@pipedrive.com to check your account and the specific automation and our support team can advise 

  • Marcelina Drozd
    Marcelina Drozd Member Posts: 32
    5 Likes First Anniversary First Comment Name Dropper
    edited June 2022 #3
    Kreete K said:

    Hi Marcelina!

    Pipedrive automations all need an active trigger - some change or update in specific items. Only after that Filter conditions can be selected. There might be workarounds with Delay functionality, but it depends on exact case. Feel free to reach out. toour Support team via in-app chat or email support@pipedrive.com to check your account and the specific automation and our support team can advise 

    Is the Delay available already? I cannot see it anywhere in the automations. Thank you

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited June 2022 #4

    Hi @marcelina_drozd

    You can achieve this using an automation in Make/Integromat.

    This is what it would look like the attached image.

     

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

     

    image
    List Deals Trigger in Make/Integromat
  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited June 2022 #5
    Kreete K said:

    Hi Marcelina!

    Pipedrive automations all need an active trigger - some change or update in specific items. Only after that Filter conditions can be selected. There might be workarounds with Delay functionality, but it depends on exact case. Feel free to reach out. toour Support team via in-app chat or email support@pipedrive.com to check your account and the specific automation and our support team can advise 

    Please check with our Support team also about this. Thank you!

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