What does this Pipedrive automation do?
An updated deal that is marked won starts a client project from your template.
What can you do with it?
- Start delivery the day the deal closes
- Use the same onboarding checklist every time
- Skip the handoff email from sales to delivery
The Steps
This automation runs in 3 steps:
- When Pipedrive: Updated Deal
- Then Filter: continue only when the deal status is won
- Then Taskade: Create from a template
Who is this automation for?
Built for agencies and service teams. An updated deal that is marked won starts a client project from your template.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Updated Deal" from Pipedrive.
- Add a Filter step: Filter: continue only when the deal status is won.
- Add the action "Create from a template" from Taskade.
- Connect your Pipedrive account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.