Open tickets after a deal meets a criteria

SOLVE
AdrianoGritti
Participant

Hello All,

 

I need to create a ticket to one of my pipelines every time a Deal has a specific Lien Item.

Can anyone help me with that?

0 Upvotes
2 Accepted solutions

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @AdrianoGritti,

 

Happy to help, this is what a workflow could look like:

 

line-item.gif

 

You can of course also use the SKU as an enrollment trigger.

 

Let me know if you have any questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

AdrianoGritti
Solution
Participant

That's fantastic!!! Thanks a lot, Karsten! I already implemented it.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Most Valuable Member

Hi @AdrianoGritti,

 

Happy to help, this is what a workflow could look like:

 

line-item.gif

 

You can of course also use the SKU as an enrollment trigger.

 

Let me know if you have any questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

AdrianoGritti
Solution
Participant

That's fantastic!!! Thanks a lot, Karsten! I already implemented it.

View solution in original post