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Status Future consideration
Categories Ideas
Created by Mats Hultgren
Created on Mar 18, 2024

Include Organizations in Automation rules

What is the challenge?

When integrating Organizations/Contacts data from external source, I want to be able to do automated operations using rules when entries are created and/or updated + introduce possibility to use equations as part of the set of operations available.

How would you solve it?

Add Organisations to current data rule set + incorporate available "equations set" (used in Worksheet custom fields and Calculated fields in lists).

What impact would it make?

Great improvement to usability and number of use cases possible to be solved when onboarding data from external integrations.

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  • Admin
    Kelly Sebes
    Mar 18, 2024

    Hi @Guest ! Do you have any example rules in mind that you would set up?

    1 reply