I am trying to figure out a way to trigger an action when a specific status record is updated. For example, when a person is moved to a "Pre-Qualified’ status, then trigger an action to send an email.
Is this possible? I don’t need just a status record update, but a specific status record update. Thanks!
Best answer by Justin_Barrett
Welcome to the community, @Tyler! :grinning_face_with_big_eyes: In that case, what you want is the “When record matches conditions” trigger. That will let you pick the status field and choose a specific status option to trigger the automation.
+21Welcome to the community, @Tyler! :grinning_face_with_big_eyes: In that case, what you want is the “When record matches conditions” trigger. That will let you pick the status field and choose a specific status option to trigger the automation.
Welcome to the community, @Tyler! :grinning_face_with_big_eyes: In that case, what you want is the “When record matches conditions” trigger. That will let you pick the status field and choose a specific status option to trigger the automation.
Thank you so much!!!
+21My pleasure! If you would, please mark my answer above as the solution to your question. This helps others with similar questions to find solutions more quickly. Thanks!
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