We want to orchestrate a workflow where when customers perform specific actions in the app and we can pull that data via PX and auto adjust tasks in their Success Plan. Today we can only create/close whole CTAs. Would like the ability to auto close individual tasks within a CTA.
Load to Task rule action
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Hi@darkknight - you’ll definitely want to attend next week’s roadmap webinar then! Sneak preview - some changes are planned for CTA rules automation. :)
That’s fast work Dan.