Automation condition based on "activity Template"
If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.
Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.
40
votes
Marcus
shared this idea
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Marian commented
This is something we desperately need! Automations have good potential but are lacking a lot right now.
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Traci commented
This is very much needed and has been suggested before among with many other automation requests with no progress or communication!
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Miller commented
We need this!