Timeline Entries - Trigger a Email from JO

Can a timeline entry trigger an automated email to be sent out in JO?

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@MelissaC Yes - internal as a User Program or External as a Company program. We have use cases for both that we use a Timeline post to trigger.

So if my CSM logged an entry for a first meeting, that could potentially trigger a welcome email the next day?

@heather_hansen You are a lifesaver!!!!

Correct! We use that exact use case. We also have one that triggers a survey be sent as well. :)

@heather_hansen Thank you so much!!!!!!!!!!

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