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Emily

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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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    Emily commented  · 

    It would be really helpful if you could link automation to activities based on when it begins not just when it is created.

    Specifically in the Workflow connection category. We have various activities scheduled fairly consistently throughout the year, and I don't want all of those to show open workflows, but it would be nice to have it start relative to when the activity is assigned to begin (or have the activity as the completion date and but not start until it nears the time when part of it is due)

    Emily supported this idea  · 

  2. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Emily supported this idea  · 

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