When a Pipedrive deal matches a filter, I’d like to add a task to an associated Project within Pipedrive.
I’ve set this up and it mostly works as it should, but the task is populated on the Project under ‘phase unassigned’, where I want it to be under a specific phase set on the project.
Is there a way to do this, without adding the task as a subtask of an existing parent task?
+14Hi
Have you tried to use native Pipedrive Automations for this workflow?
https://support.pipedrive.com/en/article/workflow-automation
+14
The Pipedrive API endpoint for creating Tasks does not have a field for “phase”.
https://developers.pipedrive.com/docs/api/v1/Tasks#addTask
I have tried using Pipedrive automations - unfortunately the triggers can only be set to a field updating, but I want to only trigger if the field is updated to a specific value (eg a date field is 1 week away from today).
https://developers.pipedrive.com/docs/api/v1/Projects#putProjectPlanTask
So it’s probably possible to create a task first for a project, then update it to include the desired phase_id after.
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