Automations not functioning as I'd expect

xgrewellx Member Posts: 3
First Comment
edited April 24 in Workflow Automation #1

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?


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