Hello,
We would like to create a Zap where the trigger is based on the outcome of the completed workflow step in Wealthbox.
So let’s say the workflow is called Initial Call. The first step is: Is the prospect a good fit? In Wealthbox we have the step set up with outcomes so when the step is completed we can select Yes or No. We would like the Zap to only continue if the answer is Yes.
Is this a possible scenario?
