Trigger workflow on new Contract on a Deal
SOLVEWe use Juro as a contract management tool.
We have a card for Juro Contracts on the side of Deals.
Is there any way to trigger a workflow on an object like this getting added to a deal?
Or do I need to work out some sort of custom field on the Deal that changes values via the integration?
1 Accepted solution
Trigger workflow on new Contract on a Deal
SOLVEHi @BalintSipos
Generally speaking you need information in HubSpot (in form of a property) to trigger a workflow.
Personally I have never heard of Juro, but quite a few integrations also come with their own properties, you would need to check the scope of the integration, most integrations list if anything gets written into HubSpot.
If the card only displays associated information that "lives" outside of HubSpot, you can not use it as a workflow trigger.
Frank
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Trigger workflow on new Contract on a Deal
SOLVEThank you for helping @franksteiner79 !
Kindly,
Pam
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Trigger workflow on new Contract on a Deal
SOLVEHi @BalintSipos
Generally speaking you need information in HubSpot (in form of a property) to trigger a workflow.
Personally I have never heard of Juro, but quite a few integrations also come with their own properties, you would need to check the scope of the integration, most integrations list if anything gets written into HubSpot.
If the card only displays associated information that "lives" outside of HubSpot, you can not use it as a workflow trigger.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.
|
