"deleting deal when deal stage is changed" possibility
Can I setup automation deleting the activities planned for a deal, when the deal is moved from one stage to another ? Since the activities are linked to deals and deals are moved through stages this would be a great addition to the "adding activity when deal stage change" automation already possible.
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Hi @Marcus Soerensen !
Unfortunately at the moment that's not possible. I know we're working on some significant improvements on the scope of what you can do with Automations, but right now I can't tell you if that will be one of them or not. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
In the meantime, I 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.
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So I am trying to create a Delete Existing Activity automation (delete an item associated with the triggered event), but I don't understand what the below is doing. Activity deal stage has changed - In my mind, this means when I switch from one stage of the deal to the next, then the activity deal stage has changed. I can't find any info on what an activity deal stage is though to verify this. That is the condition, and then the action is to delete the existing activity associated with the triggered event. Which would be any activities that are on that deal at that time. But it isn't working this way, so if you can help me understand HOW this automation is actually functioning, that would be helpful! thanks!
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Michael said:
So I am trying to create a Delete Existing Activity automation (delete an item associated with the triggered event), but I don't understand what the below is doing. Activity deal stage has changed - In my mind, this means when I switch from one stage of the deal to the next, then the activity deal stage has changed. I can't find any info on what an activity deal stage is though to verify this. That is the condition, and then the action is to delete the existing activity associated with the triggered event. Which would be any activities that are on that deal at that time. But it isn't working this way, so if you can help me understand HOW this automation is actually functioning, that would be helpful! thanks!
Hi @Michael !
I'm sorry to hear you're having this bump in the road
Please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication, as Community is more focused on exchanging knowledge, experiences and ideas. Thank you!
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