Workflow Automation | Create Activities when Product is added to a Deal

Tom Crosswell
Tom Crosswell Member Posts: 1 VERIFIED MEMBER
First Anniversary Photogenic
edited June 2023 in Ideas and Product Feedback #1

When a product is added to a deal currently there is no way to create an activity or do any automation.


When products are added this can be a critical step and needs to allow automation of the workflow to happen.

For example Product XX is added we need to create an activity for an employee. Product YY is added then an email needs to be sent etc...

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  • Boppa
    Boppa Member Posts: 49 VERIFIED MEMBER
    10 Comments 5 Likes 5 Up Votes Name Dropper
    #2

    Taking this a step back, is there any way to create an activity via automation if ANY product is added to a deal?

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