Auto-update deal stage based on activity marked 'done'

Ellie Wigodsky
Ellie Wigodsky Member Posts: 2
edited July 2022 in Workflow Automation #1

Is it possible to create a workflow automation that is triggered by an activity being marked as done that automatically moves the deal associated with the activity to a new stage in the deal pipeline? I tried building one, but it doesn't seem to work. 

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