starting an automation from a note template
We would like to be able to automate from a note
16
votes
Rhonda
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Heath Echols commented
Yes! If a client calls and you talk to them it is something that happened in the past and should be able to trigger an automation.