Post

2 followers Follow
0
Avatar

Integrate automations from contacts/companies/deals

Jacob Griscom

Allow automations in contacts to trigger automations in companies or deals, etc.

Completed

Official comment

Avatar

This is already possible. In one/many relationships, create a tag or field in the parent to use for triggering your automation.. and then just update that field from the contact record in your contact automation.

In many/many relationships, you'll need to use webhooks, as it's not possible to know which related record you're trying to trigger.

Landon Ray
Comment actions Permalink

Please to leave a comment.

3 comments

0
Avatar

Yes, the webhook was difficult to figure out, but it is how we solved the problem. Built that automation trigger into the first automation:

1. Visitor submits form on site that includes name and company - triggers first automation.

2. First automation includes trigger for second automation that creates the new deal with the contact as the primary contact and the associated company.

Mainly, it was just hard to figure out and couldn't have done it without my senior dev's help.

Jacob Griscom 0 votes
Comment actions Permalink