Channeltivity
Update records in Channeltivity when new deals are created in Channeltivity
Simplify your workflow with this smart automation. When a new deal emerges within the Channeltivity app, this automation takes over by promptly updating the relevant records. Reduce manual entries, save time and increase efficiency, ensuring no deal gets overlooked and every record is seamlessly updated.
Simplify your workflow with this smart automation. When a new deal emerges within the Channeltivity app, this automation takes over by promptly updating the relevant records. Reduce manual entries, save time and increase efficiency, ensuring no deal gets overlooked and every record is seamlessly updated.
- When this happens...New Deal
Triggers when a Deal is created in the portal
- automatically do this!Update Record
Allows you to update various records
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Certification Completion Status Change
Triggers when a Certification Completion is created, or when its Status changes
Try ItNew Deal
Triggers when a Deal is created in the portal
Try ItNew Organization
Triggers when an Organization is created in the portal
Try ItNew User/Contact
Triggers when a User or Contact is created in the portal
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Course Completion Status Change
Triggers when a Course Completion is created, or when its Status changes
Try ItUpdated Deal
Triggers when a Deal is updated in the portal
Try ItUpdated Organization
Triggers when an Organization is updated in the portal
Try ItUpdated User/Contact
Triggers when a User or Contact is updated in the portal
Try It
