My team has a Playbook named Kickoff Call. We need it to be triggered by the following items. Trigger when account is not assigned to CSM, then becomes assigned to a CSM (CTA NEEDS TO BE CREATED WHEN THIS HAPPENS) Trigger when account is reassigned from one CSM to another DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists

CTA CREATON TRIGGER | Gainsight Community

My team has a Playbook named Kickoff Call. We need it to be triggered by the following items.

Trigger when account is not assigned to CSM, then becomes assigned to a CSM (CTA NEEDS TO BE CREATED WHEN THIS HAPPENS)
Trigger when account is reassigned from one CSM to another
DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists

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