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darkknight
Expert ⭐️
Feb 5, 2020 3:01 PM UTC

Load to Task rule action

We want to orchestrate a workflow where when customers perform specific actions in the app and we can pull that data via PX and auto adjust tasks in their Success Plan.  Today we can only create/close whole CTAs.  Would like the ability to auto close individual tasks within a CTA.

    2 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    Feb 5, 2020 7:54 PM UTC

    Hi @darkknight - you’ll definitely want to attend next week’s roadmap webinar then! Sneak preview - some changes are planned for CTA rules automation. :)

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    VP of Customer Success at Forcepoint
    darkknight
    Expert ⭐️
    Feb 5, 2020 7:58 PM UTC

    That’s fast work Dan. :yum:

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    Jeff Kirkpatrick