Using dates to trigger Workflow automations

Graham Cox
Graham Cox Posts: 114
100 Comments 25 Likes 5 Up Votes Name Dropper
edited July 2022 in Workflow Automation #1

HI Pipedrive,

It would be incredibly useful to use a date as trigger for a Workflow automation and to auto-populate date and time custom fields when using scheduler. Examples below:

  1. Trigger an action x days after a date
  2. Trigger an action (eg an email reminder) x days before a date
  3. When sending booking invites out to prospects via scheduler, and the prospect confirms by clicking the Yes button in gmail, have the ability to push the confirmed date and time into custom fields

Thank you.

 

Graham

 

Comments

    1. Can be done using Pipedrive Automation using the delay feature with some help from Make/Integromat.
    2. Can be done using Make/Integromat.
    3. Need to check the triggers, but could be set up using Pipedrive Automation or Make/Integromat.

    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

  • Graham Cox
    Graham Cox Posts: 114
    100 Comments 25 Likes 5 Up Votes Name Dropper
    edited July 2022 #3

    1. Can be done using Pipedrive Automation using the delay feature with some help from Make/Integromat.
    2. Can be done using Make/Integromat.
    3. Need to check the triggers, but could be set up using Pipedrive Automation or Make/Integromat.

    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

    Thanks Amit,

    Could it be done with zapier as well?

    1. Can be done using Pipedrive Automation using the delay feature with some help from Make/Integromat.
    2. Can be done using Make/Integromat.
    3. Need to check the triggers, but could be set up using Pipedrive Automation or Make/Integromat.

    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

    I think it is safe to assume so. But when I made the suggestions above, I evaluated it against what Make/Integromat could do.

  • Hello, the use of Make/Integromat makes it more difficult than easier to work with pipedrive. And you have the possibilities, why not use it? I do not want to leave the pipedrive-universe for easy-work make complicate...

    I think it would be not a really great work to add the triggers for working with "date"

    Ex.: the trigger on contact/deal/organsiation could be <x-days before/after> <datefiield in contact, deal, orga>

    Examples:

    a) 8 weeks before a birthday of the person send an email

    b) 4 weeks before a birthday of the person send an eMail

    c) on birthday send an emial

    d) x-days after sending an letter send an eMail as reminder

    e) ....

    I think it would be an easy to-do for your team... you work on dates the whole day...

    regards

    Gerhard

  • Agree with Rozzo100, it would be ideal if all these automations could be configured without having to use an external tool.

  • In an ideal world, yes! :)

    But this post is more than 3 months old.

    Not sure how much longer somebody would be willing to wait.

    When I make suggestions to solve a particular problem, especially the ones involving other tools, it is based on the assumption that you can't solve it using existing features.

    My suggestions are based on what tools are available to me, within or outside Pipedrive.

  • Amit, I understand what you are saying and appreciate your suggestions. But when pipedrive has automations which we are already paying for, the ideal would be that those automations could use dates. Thereby avoiding paying additional monthly fees for external tools.

  • I agree. I will view this post/discussion as a feature request instead of somebody asking for help. :)

  • Has this got any traction yet? I'm surprised such an expensive platform like PipeDrive would not offer a simple date trigger.

    I work in the travel industry and our "Deals" are holidays. It would be great to trigger emails based on custom date fields.

    In our case, these are "Departure Date" and "Return Date". Ideally, we would trigger emails "60 Days before [Departure Date]" and "7 Days after [Return Date]".

    Is there any chance of developing this?

  • Also it would be very useful to be able to make automation based on the expected close date on deals - doesn't seem to be possible either :-/

  • This is really frustrating. Almost a year later, and still the same problem

    https://community.pipedrive.com/discussion/comment/35681

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