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!
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.
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!!!
My 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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