Anthony Skinner
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349 votes
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157 votes
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!
Anthony Skinner
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873 votes
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!
An error occurred while saving the comment Anthony Skinner
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"When a client turns 70, a workflow is triggered to send out a letter. Same idea for medicare age or social security age." - EXACTLY
Conga Orchestrate (a workflow engine in Salesforce) uses LucidChart's "CSV of Shape" to import into their system. I don't know if that would be helpful to the Redtail team. So redtail could use Lucidchart for the template/visual part and then Redtail's workflow engine as the actual active workflow. https://support.conga.com/content/orchestrate/conga-orchestrate/installation-and-setup/advanced-setup/lucidchart-integration-with-conga-orchestrate/creating-process-definitions-from-lucidchart-diagrams