Automation for Linked Contacts in Family
It would be great to have the ability to create an automation for one client based on a change in another client's contact record. For example: a client passes away and their status is changed to deceased. Based on that change an automation would add a workflow to the surviving spouse's contact record. Since different tasks need to be taken for the deceased and the surviving client, it would be helpful if a workflow could be added for them as well.
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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Katia Belskaya commented
Would be great to have automation possible for families (creating linked workflows for family members.) Right now it is hard to use the function, as automation is applied to all family members individually and then we have to go in and delete repeated workflows.
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Julie Boulden commented
In automations, please either add the trigger event "dependent added", OR make it so that dependents added after the fact have the same permissions as the head of household.
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Leo O'Connor Jr commented
I want to add some automation for various things like when a new contact is entered (style sheet), or when a prospect in particular is entered, or when a certain status is changed to another status, like prospect to client, or client to former client, or client to deceased. Those all should be things to trigger certain automations. I don't just want an automation when i mark a contact deceased because it could be for a local CPA or just a new client's deceased spouse (whose inheritance we are dealing with) that we just want to keep track of.