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DStaat
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Member since ‎Apr 3, 2023
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David Staat

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DStaat on May 09, 2024
Here's the scenario: A ticket gets automatically created from a conversation after a user replies. The ask: Is there a way to automatically assign a ticket owner to tickets created this way?
1 upvote
2 Replies
Solved
SBRILLOUET on November 27, 2023
Hello, I'm trying to update a text property depending on today's date. I have three properties : Date1, Date2 and Status (Date2 is always after Date1). Status needs to change depending on today's date. Here's an example : - Let's say Date1 i read more
0 upvote
5 Replies
Participant
March 27, 2024
Hey @SBRILLOUET , I'm late to the party but Tick Today Today can provide a today's date property for your use case! You can select an obje...read more
Solved
VAtuyer on August 03, 2023
Hello In my database, many deals are not associated with a company. Is there a way to automatically associate a deal with a company (for example thanks to the email address of the email address of the client)? Thanks
0 upvote
6 Replies
Participant
March 20, 2024
Hey @HSpotter2412 , Good question. The short answer is yes! Associ8 makes associations between two objects with matching property values (Chosen b...read more
Solved
JGray30 on February 07, 2024
One of my colleages has uploaded some contacts, lots of them. None of which are linked to a company. If I filter by postcode, how can I add the company to all of the contacts in that group? In other words one company to many contacts
1 upvote
3 Replies
Participant
March 15, 2024
Hey @JGray30 , I'm showing up a little late but are you still associating them manually? You could use Associ8 to do it automatically. It creates...read more
Solved
oleus on December 11, 2023
Greetings, is there any way to automatically associate a custom entity with one of the standard entities? Let me describe what I mean. I already have a contact (A) associated with a company (B). Also, we are getting data to the custom entity (C) read more
Participant
March 15, 2024
Hey @oleus , Associ8 can help with this (I'm super late I know)! It's claim to fame is automatically creating associations based on matching prop...read more
Solved
JGibbs4 on January 11, 2024
Hi there, I am pretty sure there isn't a way to get this done, but I wanted to confirm. Background: We have created a "Contract" custom object and a "Project" custom object. Projects are associated with the Contract, and a company could ha read more
Participant
March 15, 2024
Hey @JGibbs4 , I'm a little late to the party here, but Associ8 can do exactly what you're needing! It creates a workflow action that associates...read more
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