APIs & Integrations

JDent6
Member

Trigger when Deal Name is changed

SOLVE

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.

 

 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Trigger when Deal Name is changed

SOLVE

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.

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
JDent6
Member

Trigger when Deal Name is changed

SOLVE

That worked wonders once I remembered to enrolled the current deals. 

 

Thank you

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Trigger when Deal Name is changed

SOLVE

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.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes