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Greer Gibson Bacon

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  1. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Greer Gibson Bacon supported this idea  · 
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    Greer Gibson Bacon commented  · 

    I would find it extremely valuable to have the completion of one workflow trigger another workflow or workflows. This would be a huge time-saver for our firm, especially because so many processes involve different systems (Fidelity, Advent, Tamarac, eMoney and so on).

  2. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Greer Gibson Bacon supported this idea  · 

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