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1. Custom Trigger Events

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   18 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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   Rachel Beidelman commented  ·  Sep 8, 2022  ·  Delete…

   This would be a huge add, as RIAs continue to grow having more automated options within Triggering Events will be helpful in everyones compliance and client servicing process. Would love to be able to have a workflow start as soon as a date of death is entered on a contact.

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   Rachel Beidelman supported this idea  ·  Sep 8, 2022