Workflow Automation - Email before Expiry
Jason Marfia Posts: 1
edited July 2022 in Workflow Automation #1
I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date.
I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email
But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,310edited June 2022 #2
I think a simple filter for the date and triggering email using Make/Integromat should work.
If you have any other questions or need further help, please don't hesitate to reach out.