Connected Table data update workflow question
I've built a customer success app that pulls Client and Contact data from the Main app from Headquarters via connected tables. The question - how do my users signal or flag out of date information wit...
Forum Discussion
Sounds like something you'd use Automations or Notifications to do.
1. When a contact record is modified, and the new value is "ex-employee", trigger your alert
2. Add a new contact status "new contact" and set a trigger whenever a contact record is added with that status.
The activity generated by these triggers could either be something in-app (Automation) or just an email to whomever (Notification).
1. When a contact record is modified, and the new value is "ex-employee", trigger your alert
2. Add a new contact status "new contact" and set a trigger whenever a contact record is added with that status.
The activity generated by these triggers could either be something in-app (Automation) or just an email to whomever (Notification).