Would you find the branching possibility in the workflow automation usefull ? For example, have the
Jean-Patrick HERBUTE
Posts: 22
Would you find the branching possibility in the workflow automation usefull ? For example, have the possibility to setup automations such as "When deal updated, if in step 1 then send mail and create an activity, if in step 2 and field value is empty, then create an activity, else send an email".
Would you find the branching possibility in the workflow automation usefull ? For example, have the 1 vote
YES - It will make my automations smarter and less a mess
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1 vote
No - I'm good with what I have
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That would be neat @Jean-Patrick HERBUTE - however, at this point we will be grateful for the following options in the workflow automation module:
1. Add notes to deals / contacts / organizations
2. Trigger on date fields
3. Throwing webhooks to external tools (i.e. integromat) from inside the workflow
These are more important (IMHO) than branching and far less complex.0 -
@David Zisner Thanks for these suggestions, I have to say that I didn’t think about it, but they would be nice improvement.
What could be nice as well is an ON/OFF option on actions within an automation, in order to deactivate a specific action without having to delete it.0 -
I concur :-)0
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This kind of setup is available on Zapier.0
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well yes it would be useful, but due to the big amount of work that should be done to improve PD on other features I wouldn't place it as high priority. at the moment you can reach the same result creating more than one WA. that is also easier to control as there is no Debug.0
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This would be awesome. David nailed it at the top.
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