Notify referral partners/participants on a deal
Adrian Schulz Posts: 3
edited July 2022 in Workflow Automation #1
I need to notify deal participants on deal stage change - does anyone know how to trigger an email automatically if they are not the deal contact but simply a custom field "person" or deal participant? Ideally in Pipe without Zapier.
Boris Tsibelman Posts: 998edited May 2021 #2
Maybe if [custom field] is not null - send email0