I’m trying to create a zap that will once each week, email details of deals happening in the next 7 days, based on the “Event Date” which is a custom field.
Here is what I have so far:
The trigger is a date/time trigger. Set to run on Monday at 10am.
I’m then trying to get the results of a filter that has been created within pipedrive which shows all of the deals for the week. It does not seem that I can do this.
I can not use the deal matching filter trigger because I need the zap to only run on Monday and the way that trigger works, each deal would be trigger when it was 7 days out.
Any thoughts or direction to send me in?
Thanks in advance.
(As I’m writing this, I just thought that maybe I COULD use the deal matching filter trigger and then just use a delay to send all of the emails at the same time on Monday)