Patrick McNamara
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197 votes
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151 votes
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Patrick McNamara
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An error occurred while saving the comment Patrick McNamara
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Another Idea to add to Trigger Events: It would be wonderful if we can create an automation with a trigger event for any changes made in an activity. For example. If we had a 1st appointment (appt) scheduled with a prospect and the prospect cancels the appt. We would go back into the activity and change the activity status from 1st appt to canceled. Once the status changes, from 1st appt to cancel, we would like to link automatic workflow to make sure we follow back up with the prospect to reschedule them back in the future. I feel like this would be an easy addition to the automations since the automation has triggers that activate when contacts' status change.
Also, It would be nice to have an automation trigger when an activity has been changed. For example, when an appointment is scheduled and the appointment gets canceled. It would be nice to change the activity of the scheduled appointment activity and once a person changes the activity, from appointment to cancel, an automation is triggered for canceled appointments.