Hi,
I’m wondering how to make a workflow that gets triggered when a quote is published. We don’t have approvals for quotes turned on, but I want to have something that says when someone clicks publish quote, a message will get sent to an internal slack channel.
I haven’t seen it as a listed property. Is there a way to workaround?
Hi @MRoberts8,
Unfortunately, I don’t believe it is possible to enroll a quote in the workflow when a quote is published.
As a workaround, you MIGHT be able to use something like the “Payment Enabled” toggle if that isn’t turned on until the quote is ready to be published.
Josh
Thanks @Josh ! I’m considering having a condition where the quote amount is greater than zero (i.e., line items have been added) and then putting in a delay before anything happens so the sales rep has time to publish.
I use to have is quote amount known which would trigger the workflow even before line items were added