Triggers are lacking

4 Comments

  • Jakub Konik
    Zendesk Product Manager

    Hi Kate. Thank you for your honest opinion. All of these use cases make sense and are on our radar. 

    Have you tried Automated Actions for the 3rd use case (task automation on deal stage move)? You can find it in Settings -> Business Rules -> Automated Actions. 

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  • Kate Woollard

    Hi Jakub, I think that might be a good work around for us. Thank you! I understand there is a lot of work going on with Triggers at the moment. I look forward to the releases as they become available. 

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  • Erin McDermott

    Jakub Konik - I see this comment is from 2022, however we desire the same functionality and are incredibly underwhelmed with the exiting functionality of Triggers. This feature has enormous potential and I am not sure why it is limited to simply updating deals. Leads, Contacts, and Sequences should all be able to be automated. Is there a way to get this pushed up in your roadmap? 

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  • Erin McDermott

    Kate Woollard - have you had any success in using the automations - seems this is very limited functionality also. 

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