Automatic Workflow and Imported Data
Hi,
I know that automatic workflows don't trigger for imported data, but does anyone have a workaround for this?
I am trying to automatically set a task everytime I import people from an excel file, but don't want set a task manually every time.
Comments
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Set up a separate automation to trigger when a field under the deal/person is updated.
Once your data is imported, bulk change this field, which in turn will trigger the automation you set up above.
If you want to talk it out, book a call here: https://calendly.com/amitgsarda/consultation
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Amit Sarda said:
Set up a separate automation to trigger when a field under the deal/person is updated.
Once your data is imported, bulk change this field, which in turn will trigger the automation you set up above.
If you want to talk it out, book a call here: https://calendly.com/amitgsarda/consultation
This method worked, thank you for the help!!
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Amit Sarda said:
Set up a separate automation to trigger when a field under the deal/person is updated.
Once your data is imported, bulk change this field, which in turn will trigger the automation you set up above.
If you want to talk it out, book a call here: https://calendly.com/amitgsarda/consultation
Cheers!
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