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1. Outcome of one workflow feed into another workflow

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   21 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Rafael commented  ·  June 27, 2016  ·  Delete…

   I want to be able to have a workflow automate from notes. So, if I speak with a client and make a note about the conversation. A workflow can be triggered directly from there.

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   Rafael supported this idea  ·  June 27, 2016