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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?

Hi ​@toughl 

Have you tried to use native Pipedrive Automations for this workflow?

https://support.pipedrive.com/en/article/workflow-automation

​@toughl 

The Pipedrive API endpoint for creating Tasks does not have a field for “phase”.

https://developers.pipedrive.com/docs/api/v1/Tasks#addTask

 

​@Troy Tessalone thank you! I thought that might be the case, which is a shame.

 

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).

​@toughl Interestingly you can set phase_id in the Projects endpoint:
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.

Ahhh thank you ​@anonymax, this worked using the beta API request function!!

So glad to see this worked out! 🎉 ​@anonymax, thanks so much for sharing that it’s possible to set the phase_id with Pipedrive’s Projects endpoint! And awesome job, ​@toughl on using an API request action to set the phase_id. 🙌 

Great teamwork here everyone—love to see it! 🧡 

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