Automation Trigger - without an update required
I recently tried to build automation where the overall requirements were an organization falling into a filter i had pre-made based on a date field. However I realised that you cant use that as a trigger when creating automations, the organisation has to be updated in some way for it to be triggered.
Please can the developers consider using the following as triggers:
If org, pers, deal or lead fall into this filter (based on a date that has arrived) then send an email, create an activity etc can be achieved.
To me the update is the date arriving on the day its due, therefore the org updates itself into a filter.....