Albi + Badger Maps
Update relationship activities in Albi when accounts are updated in Badger Maps
This workflow commences once an account is updated in Badger Maps. It then initiates the creation of a relationship activity in Albi. This automation not only simplifies your workflow but also ensures all your account updates in Badger Maps are reflected in Albi promptly and accurately. Savour the time you save and focus on tasks that require your personal touch.
This workflow commences once an account is updated in Badger Maps. It then initiates the creation of a relationship activity in Albi. This automation not only simplifies your workflow but also ensures all your account updates in Badger Maps are reflected in Albi promptly and accurately. Savour the time you save and focus on tasks that require your personal touch.
- When this happens...Account Updated
Triggers when you or a user you manage updates an Account.
- automatically do this!Create Relationship Activity
Creates a new activity for a organization or a contact.
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New Account
Triggers when you or a user you manage creates an Account.
Try ItAccount Updated
Triggers when you or a user you manage updates an Account.
Try ItAccount IDRequired
Account Badger ID
Account External ID
Account Name, Address, or Phone
New Check-In
Triggers when you or a user you manage checks-in at an Account.
Try ItAccount NameRequired
Account AddressRequired
Account Owner
Account External ID
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Account IDRequired
Account Location IDRequired
Account Name
Account Address
Account Owner
Account Phone Number
Account Email
Account Follow-Up Date
Account Latitude
Account Longitude
Check-in IDRequired
Customer IDRequired
