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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:

  1. How can I configure a filter in Zapier to detect only when the status changes to "Meeting Done" from any other value?
  2. Will the automation work correctly if I use the Delay step after the trigger has been activated (status changed to "Meeting Done")?
  3. 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!

Hi ​@MarketingPCS 

Have you explore using native Notion automations?

https://www.notion.com/help/database-automations

 

You may have to log a timestamp that indicates the Zap ran the first time to use in the filter condition.

https://zapier.com/apps/filter/help