Automation not working with second instant condition

Nellie
Nellie Member Posts: 4 NEW MEMBER
First Comment

I'm running into some troubles when adding a second instant condition. I would like an email trigger to occur when a deal is both tagged with a specific tag, and then also moved into a new deal stage. The tagging could happen at any stage in the onboarding, and this would be too early to send the email. And the tag specifies which email is sent, so it can't just be an email at the deal stage changing.

The automation works absolutely fine with the first of the below, however when I add the second, it fails.

Can anyone please advise? Thank you!

Answers

  • Reeve Lui
    Reeve Lui Member Posts: 59 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes
    edited December 2024 #2

    @Nellie

    Hi Nellie, it seems there is a logic issue.

    In your case, if there are 2 specific tags/label as a condition. Then the 2nd instant condition should be:

    Label contained Tag 1 AND Label contained Tag 2

    Based on your screenshot, I have improvised for you:


    If you have further questions, feel free to reply this thread or email me directly at reeve@astersense.com

  • Nellie
    Nellie Member Posts: 4 NEW MEMBER
    First Comment

    Thank you so much! I actually just worked it out by amending the first condition to be passive, not active. "Label IS" not "label has changed to"… now sends email on the changing of deal stage only if tagged with that label.

    Thanks so much!

  • Reeve Lui
    Reeve Lui Member Posts: 59 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes

    Glad that it worked. Yeah, just had to set the logic right.Simple but it works 😉