Add automation actions
For example:
1) Create task
2) Add keyword
3) Assign to tag group
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Leo O'Connor Jr commented
Automation Ideas
1. When Client Review is marked completed and it has no linked notes, trigger workflow/another activity/or reminder that tells advisor to make notes about the meeting.
2.When an activity with a certain category/type combination is due (or completed) let it either trigger a workflow.
3. Let end of one workflow be able to trigger a new workflow. Finished annual review workflow for this year so lets trigger the next which then will set it up for met o schedule the next meeting automatically.
4. When an account gets added, if it is an account type (that i can specify) that needs an RMD, let it trigger an RMD workflow
5. When a client hits 70 1/2 let it be able to start a worlfow and/or put certain RMD keywords in on their contact. -
Heidi Rodenbaugh commented
It would also be great if the "action type" allowed us to create an activity when a status has changed.
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Anonymous commented
I agree. Would be great to be able to be able to have a change in any selected field available in Redtail as an automation trigger. Also, would be great to have more options under Do This Action like trigger another action/update.
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Dan Schmidt commented
I just ran through Automations and realized it was a great idea that had not really been developed. The only options under "Do This Action" are to send an email or link to a workflow. I can think of many other actions that would be great to automate. All I was after for todays learning was to apply some Keywords when a customer changed Status from Prospect to Client.
Can we get the Redtail "Automations" department working on this great ability which saves time and acts as a task-oriented macro?
Thanks,
~Dan