How to automatically create an activity and align time to certain custom time field
Sophie_75743
Member Posts: 1 VERIFIED MEMBER
Hi everyone,
I'm now assisting my client to figure out on automation workflow, however i'm having some problem here:
Scenario:
A home design company want to auto-create an activity when the deal has been moved to reservation stage.
Script:
We've created 2 custom field in deal:
- Reservation date(type: date)
- Reservation time(type: time)
Once the deal move to a reservation stage, an activity will be created:
Activity date → according to deal field Reservation date
Activity time → according to deal field Reservation time ←—-CAN'T DO THIS
So salespersons have to manually edit the activity time,
Is there any better way to get this done(I guess the answer so far is no😅)
Will be more than happy to see this issue solved in the next update rollout🥹🥹🥹
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Answers
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Perhaps using Make/Integromat or Zapier or Relay.app.
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