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164 results found

  1. Automations IF conditions...

    Why are we unable to use any of the IF conditions across the different trigger events? EX for a trigger event of Activity Added, I can only use IF conditions that revolve around Activities. A trigger event of Contact Status change will only allow IF conditions revolving around Contact information.

    What I need is the ability to have a trigger of an Activity Added allow me to use IF conditions from Contact info, such as category, status etc.

    Summary: If the IF conditions are available in one instance they should be available in all instances it seems.

    35 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. automation opportunity - Change stage updates contact status

    Using the Opportunities section is tedious. To help reduce all the manual inputs, when an Opportunity Stage is changed to Closed-LOST, have the system update the contacts Status to the appropriate category. It would also be helpful to have lost inactive. It would be great if, stage changed to WON, trigger automation to update contact status to client.

    12 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. If conditions true options in automation

    Love to see more options in the "If...conditions true" lists.. such as:

    Category = (A, A+, B etc)
    Date of birth is equal to, greater than, less than

    So much more can be done with these automations!!

    31 votes
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    0 comments  ·  Automations  ·  Admin →
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  4. Expand Conditions for Automating Permissions / Roles

    Currently, you can automate Permissions when a contact is added for users and teams.
    Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
    For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.

    19 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. UDF automation action item

    If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.

    For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.

    29 votes
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    1 comment  ·  Automations  ·  Admin →
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  6. Automations - Task Option

    Have a trigger event create a task for someone.

    15 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. Add the Automation Condition field - Created By

    Please add the Created By field for the automation condition.

    This way I can create a template for permissions that says to assign a certain permission to a Contact/Note/Activity if it was created by a specific user.

    This would completely automate all of the permissions in my database for the 20+ users we have.

    Also please add the action for when notes are created.

    50 votes
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    7 comments  ·  Automations  ·  Admin →
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  8. Trigger on dates/ repeating schedule

    Workflows would be much improved if it were possible to set them to launch on a systematic/scheduled basis. Ideally, workflow tasks would not be assigned to someone until the workflow is triggered per the set schedule.

    For example, client meetings, annual client events, compliance, and other repeatable processes could be put on autopilot rather than having to remember to manfully launch workflows. This functionality has existed in other CRMs for years now, and it's disappointing that it's lacking here...

    56 votes
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    3 comments  ·  Automations  ·  Admin →
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  9. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    314 votes
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    8 comments  ·  Automations  ·  Admin →
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  10. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.

    76 votes
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    8 comments  ·  Automations  ·  Admin →
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  11. More Automation Triggers!

    Suggestions for things that would trigger an automation:
    1. Completion of a workflow (ex: it would trigger a new workflow to be added)
    2. Service agent changed/added (so if a contact is created without a service agent or the service agent is changed something could be triggered, like the adding of a workflow)
    3. Contact source is added or changed

    125 votes
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    3 comments  ·  Automations  ·  Admin →
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  12. Automation Workflow from Keyword

    Start an automation workflow from specific keywords inputted into a client's profile.

    65 votes
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    4 comments  ·  Automations  ·  Admin →
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  13. 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).

    73 votes
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    3 comments  ·  Automations  ·  Admin →
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  14. Action Send Email to Client

    Add an automation feature where once a step is completed, a pre-written email is sent to our clients (not us) with follow up information.

    14 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. automate activities based by Client Status

    Automate activities based by client status

    For example: I want to reachout to all A clients quarterly, all B clients semi-quarterly, etc. But each time i change a client's status, I don't want to manually update all the activities.

    19 votes
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    0 comments  ·  Automations  ·  Admin →
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  16. Add Automation Trigger for Account Status Change

    I want to know when someone marks an account closed in Redtail so it triggers a workflow that makes me clear out any account level UDFs and to see if that was a client's last account where it would then trigger them to be a former client.

    16 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. Combining Contacts shouldn't trigger New Account automations

    When combining contacts when accounts are moving from one contact to another my automation that triggers for new accounts is getting triggered. It is NOT a new account and has already been handled.

    13 votes
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    2 comments  ·  Automations  ·  Admin →
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  18. automated workflow trigger seminar

    I would love a trigger for when I add a seminar to our calendar. It would be very helpful, so I can put reminders in about when we need to pay invoices, mail out letters, etc.

    42 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. Certain timeframe triggers (ex. Yearly, Quarterly, Montly, Bi-Weekly, Weekly, Daily, Hourly etc.)

    In the trigger drop down for the Automation there are events that would trigger the automation to happen. However, there are no re-occurring time triggers. It would be beneficial for people to choose if the want an automation to trigger on a certain date each year, month, week or daily.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. automation attended seminar

    Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.

    15 votes
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