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AKampakis
Member

Ticket property- Send mail if property changes second time

SOLVE

Hello,

 

I want send an email to a customer the second time that I will change a specific date property. In order to be more specific:

 

I have created a property - date picker - that will be manually filled.

If this date is changed manually the second time I want this change to trigger an email to be sent to the customer.Can I do this through workflow?

 

I have Service Hub Professional version.

 

Thanks in advance,

 

AK

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ticket property- Send mail if property changes second time

SOLVE

Hi @AKampakis,

 


@AKampakis wrote:
and for the first time that this
date is known, I will leverage the increase property value by 1.

Not only the first time. Since re-enrollment is enabled, this will continue counting (second time, third time etc).

 

And correct, once this number property has a value, you can kick off another workflow based on its value being 2.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Ticket property- Send mail if property changes second time

SOLVE

Hi @AKampakis,

 

You can leverage the 'Increase property value' action in workflows for this.

 

For example, you would create a number property first, 'Number of times date property was changed'.

 

In a workflow, you can re-enroll contacts whenever the date property is known. (To set up re-enrollment like this, click into the enrollment field in a workflow and switch into the re-enrollment tab in the right sidebar.)

 

The next step in this workflow is to increase the value of the 'Number of times date property was changed' property by +1.

 

After setting this workflow live, the property is counting how many times the date was changed. You can use 'Number of times date property was changed is equal to 2' as an enrollment trigger for whatever communication you want to send.

 

Let me know if you get stuck at any point and if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
AKampakis
Member

Ticket property- Send mail if property changes second time

SOLVE
Hello,

Many thanks for your reply.
So now I have created the date property , and for the first time that this
date is known, I will leverage the increase property value by 1. So after
this is another workflow, I will check if the property is equal to 2, I
guess I can apply the automation of the email?

Thank you,
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ticket property- Send mail if property changes second time

SOLVE

Hi @AKampakis,

 


@AKampakis wrote:
and for the first time that this
date is known, I will leverage the increase property value by 1.

Not only the first time. Since re-enrollment is enabled, this will continue counting (second time, third time etc).

 

And correct, once this number property has a value, you can kick off another workflow based on its value being 2.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.