UDFs to Trigger Automations
We should be able to use UDFs to trigger automations. For example, if a client has a "Review Date" UDF for a specific part of our business (i.e. Insurance), we should be able to automatically trigger a workflow with target dates set to match the selected date. This would save a TON of time in having to regularly kickoff workflows, and would help keep our activities a lot cleaner because we wouldn't be creating activities to remind ourselves to kick off workflows.
3
votes
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