workflow automation
Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).
Anonymous
shared this idea
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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Josh Self
commented
Absolutely should be able to trigger an automation if an activity is changed after 'creation date'. This is a really limiting factor from being able to use automations at all. They are a good idea, but really difficult to implement because of these limitations.
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Graig
commented
I hate this suggestion box idea, FWIW.
Automations seem very powerful, but they're like a car the speed of which is limited to 40 MPH. There are so many other useful things that could trigger an automation in addition to the handful that are listed (and how did something so specific as Orion get added?) Why not, allow automations based on a keyword being assigned, for example?
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Leo O'Connor Jr commented
I agree! This woudl also be useful to see who turns from prospect to client to see those stats. You don't just want a client trigger because sometimes a minor becomes a client but was never a prospect so you may not need the same onboarding. Same with IRA beneficiaries.