Activity update trigger - How to create a condition based on the Label?

Axel_50882
Axel_50882 Posts: 2
edited July 26 in Workflow Automation #1

Hello everyone,

I want to create an activity  and send an email when a activity is marked done. ok that's easy.

But what I want overall, is to create an activity AND send a specific template email for the Activity based on the Organization Label linked to this activity (Using  my own labels)

So let's say, an activity is marked as done with the organization label being X, it would send a specific email template linked to label X and create a new activity in 7 days.

If an activity is marked as done with the organization label being Y, it would send another email template linked to label Y and create a new activity in say 15 days.

I want to use the activity marked as done as the trigger but it doesn't look like I can use a linked organization (or person) label as a condition to send specific emails / create new activities. Any idea if this is possible? 

Thank you!

Comments

  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited February 25 #2

    Hi @Axel Dudnikow  I went to test setting up the beginnings of this Automation (Org Labels) and I can see why the condition has been questioned. I wonder, when you complete the Activity (trigger) do you also update the Deal? 

    Your Automation could be as follows: 

    Deal Updated - Trigger

    Activity Marked as Done - Trigger (be sure to specify the Activity Type and/or Subject)

    Org Label = X - Condition 

    Activity Created - Action 

    Send Template Email - Action

    I hope this helps. 

  • Axel_50882
    Axel_50882 Posts: 2
    edited August 2021 #3
    Edie Mew said:

    Hi @Axel Dudnikow  I went to test setting up the beginnings of this Automation (Org Labels) and I can see why the condition has been questioned. I wonder, when you complete the Activity (trigger) do you also update the Deal? 

    Your Automation could be as follows: 

    Deal Updated - Trigger

    Activity Marked as Done - Trigger (be sure to specify the Activity Type and/or Subject)

    Org Label = X - Condition 

    Activity Created - Action 

    Send Template Email - Action

    I hope this helps. 

    Hi Edie, thanks for the tips. Actually I don't really work with deals on a daily basis as I find activities more convenient for my day to day job so I was looking for triggers specifically for the activities.

    I managed to find a way and create different types of activities ( and automation for these specifics activities which in the end gets me the same results that what I was looking for ! :)

    Have a good day.