Hello there,
I’d like to create a specific workflow that triggers with a property that is not equal to another, and then remove an association deal-company if it’s not equal.
To give you some context, we define who our customers are and we track our MRR partly through our company and deal property id institution hublo, which defines the MRR weighting. The definition of who our customers are is also based on the number of companies associated with the deals.
So overall, we consider a company to be a customer by cross-referencing the ids in id institution hublo and the associated companies. If the number of ids is different from the number of associated companies, we have a discrepancy that distorts our data. So we have an alert that tells us this, but we’d like to make sure that we don’t have to clean this up any more and that it’s done automatically, without human intervention.
So my question is as follows: is it possible to create a workflow which detects that the number of ids in id institution hublo is different from the number of associated companies, and thus unassociate the company in question (whose id is not present in the list)?
Thank you for your help!