Quote Based Workflow Re-Enrollment

[SVenkatesan]

1. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote.
2. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. So Whenever a quote is "published", we expect our sales team to attach Purchase order or update a property in Deal Module.

Q: So I would like to setup a workflow which sends quote details to a webhook whenever deal property is added/updated. Can you help me on this scenario.
What is not avaialble here is :
1. We cant use cross object workflow retrigger
2. Esign Related Property in Trigger is not working (Like, Esign Enabled or not. Esign number of signers required), because it will simply show whether it is in Publish status or not.
3. Quote Status property is not available in workflows.

[kvlschaefer]

Hi @SVenkatesan,

Thanks for reaching out to the Community!

This is a great question 🙂

Let's invite our subject matter experts to this conversation to see if they have insight.

Hi @ChrisoKlepke, @Mike_Eastwood, @louischausse - Do you have any suggestions for @SVenkatesan?

Thank you!

Best,

Kristen