Automation trigger based on Deal Email Count: solved?

Marco Govoni
Marco Govoni Posts: 188
100 Comments Second Anniversary 5 Likes Name Dropper
edited July 27 in Workflow Automation #1

Probably I find the the problem. 

I need to MOVE a DEAL from a STAGE to ANOTHER automatically, WHEN an EMAIL related to the deal, arrives.

So I created a simple automation like this:

  • Trigger = Deal Updated
  • IF Deal email count is = x 
  • Action: update deal fields (new Pipeline Stage)

But it doesn't work. 

Now I have a question.... What do you mean whits this description "Update files, status or edit....."?

So, the trigger starts only if user manually update fields? Because if it's right, I can't automate my process based on an email arrival :-( 
 

Any suggestions?

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Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Marco Govoni , I believe this is related to your other post here.  I'm testing and discussing this internally, kindly see the responses there. I'll be updating as I have more news. 

    Let's try to keep this all in the same post/thread to avoid confusion. Thank you!

  • Marco Govoni
    Marco Govoni Posts: 188
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited May 2020 #3

    Hi @Marco Govoni , I believe this is related to your other post here.  I'm testing and discussing this internally, kindly see the responses there. I'll be updating as I have more news. 

    Let's try to keep this all in the same post/thread to avoid confusion. Thank you!

    Yes, sorry :-( Take a look to my last answer there :-)