Automation & workflows — found from sitemap — Pipedrive

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Facts read from this source

• Automation plan requirement Report an error

  “This feature is only available on Growth and higher plans.”

• Automation permission requirement Report an error

  “Note: Only global admins or regular users with correct permissions can create automations.”

• Automation structure Report an error

  “Automations in Pipedrive are made up of two parts – a trigger event and an action event.”

• Automation trigger types Report an error

  “Choose whether to begin with an “Event trigger” or “Date trigger”. This opens a sidebar where you can define the item and event that will launch your automation.”

• Event trigger entities Report an error

  “The event trigger provides you with six entity options (deal, person, activity, lead, organization and project), each with three types of events that will trigger the automation (added, updated, or deleted).”

• Date trigger entities Report an error

  “The date trigger provides you with four entity options (deal, person, activity, and organization), each with options to choose the specific date field, and three parameters (exact date, before date, and after date) to trigger the automation.”

• Automation conditions Report an error

  “With the trigger event in place, you’ll then have the option to apply a condition (or conditions) to your trigger.”

• Automation advanced conditions Report an error

  “For more advanced automation, you can add wait for conditions or if/else conditions to split your automation into two or more paths.”

• Automation action options Report an error

  “When defining your action, you can choose between default options – person, organization, lead, deal, activity, email, notes, campaigns, projects and webhooks – as well as integrations – Slack, Microsoft Teams, Trello and Asana.”

• Automation email action limit Report an error

  “Note: When choosing to send an email as an action event in your automation, the action event will only be able to use the email address synced to Pipedrive via the email sync feature.”

• Automation name length limit Report an error

  “Note: The automation name can be up to 120 characters long, and the automation description can be 200 characters long.”

• Automation multiple actions execution Report an error

  “You can add multiple actions to your automation, and they’ll always be executed from the top and work down the list.”

• Automation open deal limit interaction Report an error

  “Note: Automations set up to create a new deal will fail at that step if you’re at your open deal limit.”

• Automation user trigger restriction Report an error

  “To specify which users are allowed to trigger this automation, check the option at the top of the automation and select which option you would prefer.”

• Automation email sender Report an error

  “the email will always be sent from the user who created the automation. If you want to trigger an email from your own email address, you’ll have to set up your own automation.”

• Automation list view Report an error

  “You can edit, delete, or toggle automations between active and inactive. If an automation is inactive, its trigger and actions won’t run.”

• Automation transfer single Report an error

  “Open the automation preview. When hovering over the owner’s name on the left, click the pencil icon, or click”...” on the right and “Transfer ownership.””

• Automation transfer permissions Report an error

  “Global app admin users can transfer any automation to themselves or to any other global app admins Deals app admin users and global regular users with the permission ”Add automations” can transfer their own automations to global app admins”

• Automation transfer deactivates Report an error

  “The transferred automation is deactivated, so the receiving owner can review and troubleshoot it if necessary.”

• Automation transferred label duration Report an error

  “Note: The transferred label will disappear from the automation after three days.”

• Automation import trigger limitation Report an error

  “Note: Importing data into your Pipedrive account won’t trigger any event-triggered automations, except when the import updates or deletes leads.”