1.Runs an hourly completion check
Integrate Schedule by Zapier and automation scheduling tools to detect the next hourly run for completion processing.
Mark CRM activities complete from finished service tasks
Automatically monitor hourly schedules for completed service tasks across Motion and Pipedrive. Create and update when scheduled checks find recent completions, CRM activity IDs extract successfully, or timestamps fall within the lookbackβso you can mark activities done, keep CRM records current, and avoid manual checking.
How this automation keeps CRM activities current
When an hourly check runs, outdated or unlogged work can leave CRM activities inaccurate. This automation monitors completed tasks and updates Pipedrive activities by extracting activity IDs and marking them doneβso your team can trust what is current.
Schedule by Zapieror swap with your favorite app
2.Finds completed service tasks
Integrate Motion and task tracking tools to search for tasks marked Completed and return titles plus completion times.
Motionor swap with your favorite app
3.Checks the recent lookback window
Integrate Filter by Zapier and time window rules to continue only when completion timestamps fall within lookback.
Filter by Zapieror swap with your favorite app
4.Extracts the CRM activity ID
Integrate Formatter by Zapier and regex parsing tools to extract the numeric CRM reference from task titles.
Formatter by Zapieror swap with your favorite app
5.Marks the activity as done
Integrate Pipedrive and CRM activity management to update the matched activity done status and set the completed time.
Pipedriveor swap with your favorite app
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Step 1
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