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balajibv
Contributor ⭐️⭐️⭐️
October 4, 2024
New Idea

Trigger a rule when an activity is created

Related products:CS Cockpit & Playbooks
  • October 4, 2024
  • 1 reply
  • 14 views

We monitor certain types of Activities and run certain actions/metrics based on the type of activities and to which object it is linked to.

It would be really nice to create a trigger for e.g.

If a timeline entry is added/associated to a CTA / Success Plan with parameters xxxxx, yyyy, then do xxxxxxxxxxx

This will improve Manager tracking of critical events, reduce dependency on running a rule chain frequently to achieve this.

 

1 reply

balajibv
balajibvAuthor
Contributor ⭐️⭐️⭐️
October 4, 2024

One more example : If a Business Review Timeline activity is created, set the “Last Business Review Date” to the Activity date.

~BV~