Automation/Workflow and Client Contact
Automation/Workflow and Client Contact
When an automation is created and linked to a client profile the workflow that is generated from the automation doesn't link to the client. Please create a link from the automation to the workflow so we know who the workflow should be attached to. Thank you!
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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Leo O'Connor Jr commented
My workflows trigger off a new account being added. I'd love to see the account number that triggered the automation and workflow to be recorded in the workflow.
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Anonymous commented
When clicking New Workflow, and selecting a template, this is where we should be able to link to a contact. Why add the extra steps?
Also, there should be a away to assign a workflow to multiple contacts, yet have the workflows work independently