Probably I find the the problem.
I need to MOVE a DEAL from a STAGE to ANOTHER automatically, WHEN an EMAIL related to the deal, arrives.
So I created a simple automation like this:
- Trigger = Deal Updated
- IF Deal email count is = x
- Action: update deal fields (new Pipeline Stage)
But it doesn't work.
Now I have a question.... What do you mean whits this description "Update files, status or edit....."?
So, the trigger starts only if user manually update fields? Because if it's right, I can't automate my process based on an email arrival :-(