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HollySimmons
Helper ⭐️
September 17, 2025
New Idea

Allow Linked Actions in Rules Engine

Related products:CS Rules Engine
  • September 17, 2025
  • 0 replies
  • 8 views

Not sure how best to title this. 

Basically what I’m looking for is to be able to use the results of the first action in a rule to do a follow-up action. 

Some examples would be linking back records that have been created as part of a rule to the original record which created the action. 

For example lets say we use a LVO entry to trigger a CTA creation, during the first rule I can specify the GSID of LVO that triggered the CTA to be logged to the CTA. But I also want to write to the LVO record the GSID of the CTA that was created. This allows us to do reporting both ways. 

Currently we have to do a secondary rule which fetches the items created in the first rule, but this can lead to issues with timings if things don’t line-up perfectly (plus general rule bloat).