I want to create an automation in Zapier based on my database (Notion). The goal is to track the status of a prospect who has had a meeting and send follow-up emails if needed.
Context:
- When a prospect's status changes to "Meeting Done", it triggers the sending of an email with a link to a Fillout form.
- If the prospect completes the form, the automation should stop for them.
- If the prospect doesn’t complete the form, follow-up emails should be sent at defined intervals:
- 1 day after the first email,
- 3 days after the first follow-up,
- 7 days after the second follow-up.
The automation should stop once the prospect completes the form to avoid unnecessary follow-ups.
Problem:
The main issue is with the filter step in Zapier to detect when the status changes to "Meeting Done" and prevent multiple triggers.
- I want the automation to trigger only once when the status changes from any value to "Meeting Done".
- I’m unsure how to configure the filter to ensure that the automation only starts at that moment.
Questions:
- How can I configure a filter in Zapier to detect only when the status changes to "Meeting Done" from any other value?
- Will the automation work correctly if I use the Delay step after the trigger has been activated (status changed to "Meeting Done")?
- How can I stop the follow-ups when the prospect has already filled out the form, without continuing to send emails?
Thanks in advance for your help!