Tips, Tricks & Best Practices

Ktamir
Participant | Platinum Partner
Participant | Platinum Partner

Notification about a missing label

Hi,

I would like to create a notification every time a sales person doesn't associate (using labels) end customer to a deal.

 

How can this be done in an automation?

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3 Replies 3
kvlschaefer
Community Manager
Community Manager

Notification about a missing label

Hi @Ktamir,

 

Thanks for reaching out to the Community! This is a great question 🙂 

 

You can use association labels as triggers in a workflow (with the exception of contract-based workflow), however, association labels currently cannot be set, removed, or send internal notifications through a workflow. 

 

I would encourage you to upvote this related feature request in the Ideas Forum that is currently being reviewed by our product team. If you would like to receive updates on the idea, I would recommend commenting in the Idea Thread so you are automatically subscribed to updates made to the idea by our product team. Thank you! 

 

Best,

Kristen


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Ktamir
Participant | Platinum Partner
Participant | Platinum Partner

Notification about a missing label

Hi,
So, we actually figured it out eventually....

[image: image.png]
kvlschaefer
Community Manager
Community Manager

Notification about a missing label

Hi @Ktamir,

 

That's great! 

 

I'm not able to see your image, would you mind sharing it again by clicking on the camera symbol in the editor to attach it to your reply, please? 

I'm sure the community would love to see how you solved this 🙂

 

Thanks!

Kristen


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