Question

Can we group actions and triggers based on their functionality?

  • 29 November 2023
  • 0 replies
  • 28 views

Badge

Hi There,

We want to group actions, like those mentioned below, based on their functionality. Is there any way to do this?

 

Trigger: 

  • New
    • New contact 
    • New deal
    • New account
  • Updated
    • Contact updated
    • Deal updated

 

 

---------------------------------------------------------------------------------------

Action: 

  • Create
    • Create contact
    • Create deal
    • Create account
  • Update
    • Update contact
    • Update deal
    • Update account
  • Search
    • Find contact by unique fields
    • Find account
    • Find deal
  • Other actions
    • Add meeting to deal
    • Add note to deal
    • Add note to contact

 

Thanks in Advance!


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.