What are the steps I need to add to a work flow to capture the trigger for when a deal name has been changed. so that i can send a webhook to my system to change the deal name on my system.
I see alot of different posts. and not a set out answer.
Hi @JDent6
You should be able to do this using Deal Name Is Known as the workflow enrollment criteria and with Re-enrolment enabled on deal name. Under these circumstances, the workflow will trigger each time the deal name is changed to a new value.
The product manager explained this in more detail in the first reply to: Trigger a workflow when a property value has been changed
Hope this helps.
That worked wonders once I remembered to enrolled the current deals.
Thank you