I want to trigger a Company workflow when the "Number of Associated Contacts" increases but not when it decreases. I want to have our team call a company when multiple new employees join their team and become users of our software within any one m read more

Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywh read more

Hello, I've received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborator and contact owner to dea read more

Hey all. I have a unique use-case. We are a B2C home service company. We use Contacts to represent homeowners, and possibly their spouse (a separate contact). We use deals to track new revenue opportunities We use tickets for service requests read more

Hello Team, We have a workflow that will create tasks for webinar attendees and non-attendees. I want the workflow to create the tasks, split equally and assign them to three different users and not just one specific user.     Is read more

Hello! Is there a way to build if/then (success/error) logic on a workflow following a custom code execution and its result? I'd like to send notifications (or trigger other actions) based on if the code was successfully executed or not, but cou read more

I created a timeline event where I send the token and it works great for me. Timeline event template: Activity user: POSTMAN request I've created a workflow that, after a timeline event occurs, sends an email to read more

We have a workflow that creates a private Slack channel when a deal reaches a certain stage of the pipeline. I would like to be able to send a standard welcome message to this channel after it is created. Because the current Slack channel creation w read more

Hi, I want to setup a workflow that sends a notification on slack when a meeting is about to start or maybe send in reminders 1 day and 3 days before the meeting. I haven't had any luck with this yet, help will be appreciated. Thanks!

Hi everyone, Unfortunately I didn't find any split command in the format data option. We do pay for OPS enterprise and I would like to keep this action in house instead of exporting it to Make.com / Zapier. Has anyone ever tried to create read more

Hi guys, I've Sales Hub Professional. And I need 2 things: We have our internal property called "Source's ID". The value is S00000X (S00001, S00002, etc.) for contact. I'd like to increase it by +1 automatically when new contact is added. Is it s read more

Hello Community, My issue started with me trying to set up a nice Slack integration to push info about new Deals. In my Slack push I also wan't to get the name of the Primary Company associated with the deal. This is not possible with the Slack in read more