topic Re: Automations deal to company in Dashboards & Reporting

Automations deal to company

YdeBritoManoc — Thu, 16 Jan 2025 16:15:50 GMT

Hello Guys, I have been trying to do an automation for almost a month and it's not working.

Here's the deal:

I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy that date to the company property. sometimes the new deal it's and additive and not a contract deal. What I need is a trigger that will take the right date. Can someone help?

Re: Automations deal to company

karstenkoehler — Thu, 16 Jan 2025 16:21:23 GMT

Hi @YdeBritoManoc,

How do you determine whether it's the 'right' deal or not? Assuming that your workflow is deal-based, you would have to include the 'right deal' characteristics as enrolment criteria

Best regards

Re: Automations deal to company

YdeBritoManoc — Thu, 16 Jan 2025 17:01:28 GMT

We do have a criteria, but I've been trying and it's not working. It's something like this:

When I try to test, that's the mesage I get:

Re: Automations deal to company

karstenkoehler — Thu, 16 Jan 2025 17:51:27 GMT

@YdeBritoManoc it looks like your test deal isn't meeting the enrollment criteria then – have you checked if it has the correct deal type etc? You can always click into the enrollment criteria and test a record against them. That'll tell you what's missing.