Receive a notification everytime a properties changes?

[SimoneM]

Hi,  is there a way to receive a notifications (internal email is ok) every time a property is changed? Any time that a property value is changed by a User or by any automation.

Thank you

Simone

[Phil_Vallender · Accepted solution]

Hi @SimoneM 

Quite a number of properties can be used as re-enrolment triggers in a workflow - that workflow can send an internal notifcaiton each time. 

Hope that helps.

[PatrickEng]

@SimoneM,

Similar to what Phil was saying, if you just use whatever custom contact property you want to check against, just use that as the enrollment critieria and just specify if contact property is known. Then make sure re-enrollment is enabled.

In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow.

I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal notification email.

Hope that helps!

[morganmcgee]

@PatrickEng @Phil_Vallender 

What if you only want to be notified when the value changes from one known value to another known value (i.e., you don't want to receive a notification the first time the value is known)? Is there a way to do this?

Example: we get a new lead in the system, and his last name becomes known. I don't want to get a notification this first time. However, if the last name is changed, I want to know.

[PatrickEng · Accepted solution]

@morganmcgee ,

The if branch you could leverage is just checking to see if the contacts has completed the workflow before. If they haven't completed it, that means it's their first time, i.e., their last name is being set for the first time.

Once they complete that workflow, they'll be enrolled in the yes branch then on out, meaning, their original last name has been updated.

So in the No branch, you would do nothing. But in the yes branch, that's where you create actions for when the last name was changed from the previous one.

The only thing I would warn you about is if you're integrated with Salesforce and you're syncing that data back to HubSpot. Meaning, if I update the last name in HubSpot but we're using Salesforce as the true value, the contact will be enrolled in this workflow twice while also getting their last name changed back to what it was before.

[DavidLMurs]

Hi Patrick, how do you add a workflow to an if/then branch? Is this no longer possible? I don't see this option available for my if/then branches. 

Thanks!

[ReshmaRR]

Hi @PatrickEng ,

Your solution works for Contacts but not Companys. Is there a way to find out a property has been changed in a Company form?

More specifically, the Company owner needs to be alerts when thier company is updated as Target accounts Ture or False.

[PamCotton]

Hello @ReshmaRR 

Welcome to the Community, If the properties changing to alert the company owners are based on company properties, you are able to create the same workflow but company type workflow.

Let us know how that works.

Kindly,

Pam

[ReshmaRR]

Thanks!

[ReshmaRR]

Hi Pam,

I was able to figure out a worflow to alert when anyone changes the target acounts property. I enabled re-enrollment for this workflow.

[PamCotton]

Hi @ReshmaRR 

Thank you for sharing with us this workflow!

Kindly,Pam

[Akamu77]

I'm trying to do a similar workflow design for a Deal... is there a workflow status for Deals? I can't seem to find that option.

[PamCotton]

Hey @Akamu77 

I believe it may work for deals if you have the same properties listed in contacts as these posts refer.

Are you able to test in your end and keep us update on how it works?

Thank you,

Pam

[Akamu77]

In fact, I don't see any property-fields available related to the word "workflow" anywhere in the Deal. 

[morganmcgee]

Thanks, @PatrickEng and @Phil_Vallender . This seems to be working!

[Phil_Vallender]

Hi @morganmcgee 

You should be able to do this by adding some if/then branches to the same workflow with the re-enrollment enabled. 

Hope this helps.

[morganmcgee]

@Phil_Vallender Thanks for the reply, but I'm not sure I follow. If you have a few minutes, could you maybe explain further with an example?

[Phil_Vallender · Accepted solution]

Hi @SimoneM 

Quite a number of properties can be used as re-enrolment triggers in a workflow - that workflow can send an internal notifcaiton each time. 

Hope that helps.