Automation after a new type of activity is created
I have several advisors in the office and would like to trigger certain workflows when a specific type of activity is created but for a specific advisor. For example, If an advisors assistant creates an activity for a specific client and add the advisor as an attendee then it should add the workflow. I don't want the work flow to be added if its for a different advisor. It would have to be another option under "If All Conditions True" section. Right now I only have the option for activity settings not attendee settings or really any other options.
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Tyler McCarthy
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