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Hi, new to Gainsight but am I able to trigger a CTA from a change in the value of a field? Use Case: If the value in the Stage field on a Company is changed from Implementing to Go-live can this create a CTA for the CSM advising them of the go-live and to use the associate playbook to on-board them to Customer Success.

Thanks in advance.

Hark

Hi @Hark 

My advice would be to:

  1. Enable the automatic milestone on the Stage field:

  2. Create a rule that looks at the Activity Timeline object filtered on:

    1. Milestone Type Name = Stage Change / Type = System

    2. Activity Date = rule date minus 1 day (the actual filtering logic here depends on whether you’d be using horizon or bionic rules

  3. Create an action to create a CTA to the CSM, and attach your playbook to said CTA

Hope this helps!

Hi @alizee , thanks so much for the response. Much appreciated.

Hark

Hey @Hark ! Did this work for you? I am looking for a solution in a similar scenario but we do not use the milestones so would need to set up that up first.

@caleb.harrill , yes it did work. Someone from my team was able to get it working.

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