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
Best answer by alizee
Hi
My advice would be to:
Create a rule that looks at the Activity Timeline object filtered on:
Milestone Type Name = Stage Change / Type = System
Activity Date = rule date minus 1 day (the actual filtering logic here depends on whether you’d be using horizon or bionic rules
Create an action to create a CTA to the CSM, and attach your playbook to said CTA
Hope this helps!
+13Hi
My advice would be to:
Create a rule that looks at the Activity Timeline object filtered on:
Milestone Type Name = Stage Change / Type = System
Activity Date = rule date minus 1 day (the actual filtering logic here depends on whether you’d be using horizon or bionic rules
Create an action to create a CTA to the CSM, and attach your playbook to said CTA
Hope this helps!
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