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Question

Constant text and email reminders...

  • May 25, 2021
  • 3 replies
  • 77 views

Thank you guys for your support! :)

I'm looking for a solution that constantly gives me text and email notification reminders until I finally check off that completed task.

Example:  Did you follow-up with this person Daniel?  If I select "yes", then the task would be completed (discarded) and the reminder notifications would stop.  And if "No", then I would keep getting reminded each day (or in a couple of hours, depending on the level of priority)... until it's finished.

I also want to do this via my CRM which is Pipedrive - with the same concept.  "Did you follow-up with this person"?  etc...

Thank you so very much guys! <3 :)

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • May 25, 2021

Hi @dlove93 

Check out this video about how to create a looping Zap:

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • May 25, 2021

Hi @dlove93 

Also check out Activity Reminder Emails in Pipedrive: https://support.pipedrive.com/en/article/activity-reminder-emails


  • Author
  • Beginner
  • May 25, 2021

Hi @dlove93 

Check out this video about how to create a looping Zap:

 

Thank you so very much @Troy Tessalone !!!