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Athomlinson
Member

Creating an automation from a quote status being changed to published

SOLVE

In our sales team, we want certain people to be informed when a quote is published, and to set up automation reminders from the publication moment.

 

But, when I look in automations, there seems to be no Status = Published. Am I missing where to search for this, or is there another way to achieve this?

Screenshot 2024-07-04 at 15.26.49.png

1 Accepted solution
Gaurav_Aggarwal
Solution
Top Contributor | Partner
Top Contributor | Partner

Creating an automation from a quote status being changed to published

SOLVE

Hey @Athomlinson 

 

It seems that there is no direct "Status = Published" option in the automation settings in HubSpot for quotes. 

 

I can see that feature is already requested in the Ideas forum : https://community.hubspot.com/t5/HubSpot-Ideas/quote-based-trigger-for-quot-published-quot/idi-p/807... 

 

I would request you to submit this ideas in the forum so that we can see this feature in the future 

 

If you found our post helpful in resolving your query kindly mark it as an accepted solution!

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Top Contributor

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2 Replies 2
Aclane
Member

Creating an automation from a quote status being changed to published

SOLVE

Why choose Commerce important questions?

 
0 Upvotes
Gaurav_Aggarwal
Solution
Top Contributor | Partner
Top Contributor | Partner

Creating an automation from a quote status being changed to published

SOLVE

Hey @Athomlinson 

 

It seems that there is no direct "Status = Published" option in the automation settings in HubSpot for quotes. 

 

I can see that feature is already requested in the Ideas forum : https://community.hubspot.com/t5/HubSpot-Ideas/quote-based-trigger-for-quot-published-quot/idi-p/807... 

 

I would request you to submit this ideas in the forum so that we can see this feature in the future 

 

If you found our post helpful in resolving your query kindly mark it as an accepted solution!

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Top Contributor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes