Survey/Poll

Workflow AutomationCustom fields / Data fieldsFeedback & Suggestions

Asked a question 11 months ago

Do you need DATE fields to work in workflow automation? (e.g. automated notification if customized date or expected close date changes)

Yes! It's about time! I've been waiting for this a long time.

No. It doesn't matter to me.

6 comments 33 votes

Liked by Kelly Franznick and 4 others

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Workflow automation: add the possibilty to trigger Webhooks from Workflow automation.

Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization

Adding date of birth or DOB in the leads as info field, and in contacts by default. I buy leads and need that info to ... address, email, phone, and DOB right?

Would it be useful to be able to reorder your workflow automations list?

Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date ... such as the projected delivery date.

Goals based on a custom date field, not the win month. I have a few clients using Pipedrive that don't set goals based ... custom date field instead of Win date?

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Asked a question 11 months ago

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