Notify referral partners/participants on a deal

Adrian Schulz
Adrian Schulz Posts: 3
edited July 15 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. 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited May 2021 #2

    Maybe if [custom field] is not null - send email