Date field based workflow automation
We very much need the ability to trigger a workflow based on a user making a change to a date field in the deal details and then in an email template having the ability to use that date field as a merge field.
Inês Batata Admin Posts: 2,917edited September 2020 #2
Hi @Brad Krause !
While unfortunately this is not possible at the moment, keep you eyes peeled for more developments on what our Workflow Automations will be able to do. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.
I would suggest you take a look at the integration platforms available in our marketplace, as they allow you to create automations outside the scope of our own native features. I did a quick search for you, take a look here.
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Follow What’s New and don’t miss any new releases.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀