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Workflow Automation beta-testing
Workflow Automation beta-testing
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Cascading updates with workflow

Changing owner on a deal you can use workflow to set the deal owner to also own the associated organisation and become owner of the one person associated with the deal. (See below)

But not the other way around, using changing the owner of an organisation to also own for example all open deals and all contacts associated with that organisation.

The missing piece here is that workflow can only work with "One" related item to change. A deal only has one organisation associate. An organisation can have many deals and also many contacts associated.

Would be nice if workflow... (More)

Round 2: New Wait/Delay step - Prototype (Deadline 30-Jul)

Hi everyone!

It's me again :) We are opening up to another prototype testing round.

As mentioned before, we are currently working on the possibility to introduce a new Wait/Delay step into Workflow Automation, in order to support more advanced use cases. 

We would really love to have your feedback about an initial prototype so that we make sure it covers your needs. 

If you are interested, please book a time here

P.S. - If you do not find a suitable time in the link, please let me know in the comments and I'll reach out. 

Thank you!

Workflow Automation - New Wait step - Prototype testing (Deadline 2-Jul)

Hi everyone!

We are currently working on the possibility to introduce a new Wait step into Workflow Automation, in order to support more advanced use cases. 

We would really love to have your feedback about an initial prototype so that we make sure it covers your needs. 

If you are interested, please book a time here

P.S. - If you do not find a suitable time in the link, please let me know in the comments and I'll reach out. 

Thank you!

Sugestão de Log das automações

Seria tão bom, se houvesse uma sinalização de Qual autimação foi executada.

Faz muita falta um log, pois ao dar um erro, são horas investigando até achar a automação correta, poderiamos ter simplemenste o nome da automação aqui