How To Create A Trigger In Pipedrive
- George Apostolov
How To Create A Trigger In Pipedrive: step-by-step guide
From your Pipedrive dashboard, go to the dotted icon for More options.
Select the Automations option at the top.
Click on the + Automations button.
You are now inside the automations page. You can create and modify custom workflows here.
First, select a trigger for your workflow from the options on the right side. Each option has its own menu to pick from.
Click on Apply trigger at the bottom right.
Define the conditions to check for.
Select the first parameter for your condition.
Select a comparative condition.
Select another parameter to compare with. Note that these parameters and condition are used together to evaluate whether or not the workflow will continue or stop.
Click on the Apply condition button to confirm.
Now that we have our initial trigger and the instant condition created. We can click on the (+) icon to create an action to be performed.
Choose from the options a step you wish to add such as the Action option.
Select the type of action.
Followed by the subtype of the action.
Click Apply.
If required, go through the necessary steps for each type and click Next.
Once you have filled out the necessary input fields, click on Apply action to confirm.
Now, simply click on Save and you have created a trigger and an associated workflow in Pipedrive!
Quick answer: To create a trigger in Pipedrive, open More options from your dashboard, select Automations, and click + Automations. Next, choose your workflow trigger and click Apply trigger. Define and apply conditions, click the (+) icon to add an action, configure the action details, and click Save.
About this Pipedrive tutorial
Set up custom workflow triggers and actions in Pipedrive by following this step-by-step automation guide. This guide shows how to create A Trigger In Pipedrive in 19 steps, starting with "From your Pipedrive dashboard, go to the d otted icon for More options" and finishing with "Now, simply click on Save and you have created a trigger and an associated workflow in...". The interactive demo above is a click-through copy of the real Pipedrive interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create A Trigger In Pipedrive?
19 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Pipedrive data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Pipedrive. Related guides: How To Create Templates In Pipedrive, How To Delete A Contact On Pipedrive and How To Delete A Deal On Pipedrive. Last reviewed 05 Oct 2026.
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