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NRoche
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Member since ‎Mar 5, 2021
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Nikki Roche

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NRoche on March 31, 2023
Update marketing contact status when a company field is updated
The new event trigger for workflows that is currently in beta requires you to build a company workflow when looking to trigger a workflow from a property change value on the company object. This is very limiting in that the update marketing contact read more
Reply Idea Workflows
4 upvotes
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NRoche on March 24, 2023
Property Used In View - Workflow Discrepancy
For workflows to display on the settings>property>used in view, the field has to be specifically looking at a present, existing value for that property. In other words, the workflows are relying on checking that current value. With t read more
Reply Idea Properties
3 upvotes
0 Reply
NRoche on May 16, 2022
Workflow Enrollment Date Field
The enrollment date should be its own field for each workflow. I cannot look for deals created after a contact was part of a nurture workflow. I am sure there are other performance and reporting use cases this solves for. Can also help to re-enroll read more
Reply Idea Workflows
3 upvotes
0 Reply
NRoche
Member
December 22, 2021
Reply to Ability to update marketing contact status in real-time
It is infuriating that the job to change to non-marketing contact status runs monthly, but contact tier calculations and subscription changes calcula...read more
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