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  1. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  2. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    Our office would greatly benefit from an automation trigger at the completion of an activity as well. We would like to set up a workflow to begin after the completion of a client meeting for any follow-up items that may need to take place.

    Anonymous supported this idea  · 

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