Automation within a workflow based on outcome
It would be helpful to setup automations based on a separate workflow outcome. For instance, we have an automation setup that starts our new client workflow whenever the contact is changed from prospect to client. Within that new client workflow, there is a step asking if the client signed up for full financial planning. If yes, there should be a way to automatically trigger our financial planning workflow.
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!
This is honestly top of my Redtail wishlist. It only makes sense!