Automation: Access to related entities for conditions

msarsale
msarsale Member Posts: 14 VERIFIED MEMBER
5 Up Votes Name Dropper First Comment

Hi!

I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields.

The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone".

It would be nice to have all Person fields available to filter.

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