Automations not functioning as I'd expect

xgrewellx

I created an automation that is set up how I understood automations to be.

Essentially the configuration goes:

1: Deal Updated

2: Deal Stage has changed to (stage name)

3: Send Email

4: Create Activity (Call)

5: Instant Condition (Activity status is Done: Activity 4).

6: Delay for 1 day (skip weekends)

7: Create Activity (Call)

and so on,

What is happening is, the email from stage 3 and call from stage 4 will trigger but nothing moves forward after I mark the call from stage 4 as done. Am I misunderstanding how this works, I would have assumed that once I completed that activity, waited a day, then stage 7 would have fired and created a call for me. Where am I going wrong?

Amit Sarda (AmitSarda.xyz)

You need to set up a separate workflow from Step 5 onwards.

xgrewellx

Can you give me an example on how you interact with a previous activity? Do I need to move the deal to a new stage each time, or is there a way to target specific items that I'm clearly missing?

Liz (Ops Designed)

Hi @xgrewellx -

I break down creating this type of activity sequence in this video. Around minute 4:45 (here) I show exactly how to create the automation based on an activity being marked as complete, using the Activity Subject to find the activity.

Please feel free to reach out if you would like additional support.

- Liz

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Amit Sarda (AmitSarda.xyz)

@xgrewellx you need a uniquely identifiable activity. You can use this identity to add a condition.