Skip to Content
Menu
This question has been flagged
2 Replies
1040 Zobrazenia

is it possible to create an activity automatically when a quote is marked as "sent"?


Avatar
Zrušiť
Best Answer

Yes Melanie,

You can achieve this way.

create automation rules like this way

You can trigger this action based on state add trigger field state like below

Thanks. 

Avatar
Zrušiť
Autor Best Answer

thanks for your answer


Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
4
okt 25
2838
2
sep 25
1788
4
sep 25
6903
0
aug 25
873
4
máj 25
3566