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Arundas
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Member since ‎Oct 6, 2021
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Participant
August 21, 2024
thanks for the quick response @CHawkins , I am actually looking fo deal based worflows only, but we gave considered an alternative for this limita...read more
Participant
August 20, 2024
hey @CHawkins , I did not exaclty inderstand the -- " you can send an Email and use the personalization tokens in the email to customize based on...read more
Participant
July 30, 2024
hey @Jaycee_Lewis , Thank you for the response. I had gone through the document where in we have the cross-action communication. However, what I a...read more
Solved
Arundas on July 29, 2024
Hi , Wanted to know if its possible to get the context/read value from a field in worflow action. My aim is to conditinally set the value in a 'field B' based on the value present in 'field A'. So that the users will get pre-filled data wh read more
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Participant
July 29, 2024
Hey @Emma_M , Thanks for the response. The question you have put above is exactly what I am asking for. I am using Automation --> Workflow (...read more
Solved
Arundas on July 25, 2024
In the new "Insert Data" tab we have hese 3 options. Say, i am creaitng a workflow under deals. suppose the message is : Hey "first_name" (from contact) , this is your "deal_name" (from deal). I want the first name to be the name of the co read more
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