Consultation status changed -> Trigger collect consult feedback

Client
HepworthHepworth
QA Required
QA Last Confirmed
Link To Automation
https://airtable.com/appS0LhkvZkx6CCOQ/wflzyje2UZG0jnPot
Confirmed
Parent item
Collect Reviews From Clients
Purpose

When the field consultation status is changed to any value that means the client is not retained then trigger the Collect Consult feedback campaign to get feedback from the client

Type
Airtable
Sub-item
Tools Used
Trigger
Version

Trigger

  • Consultation Status field changed to a value that is not Retained

Actions

  • Update lead’s last action to Collect Consult Feedback

How to check

  1. Go to Automation History, confirm there are recent run (within the past few days)
  2. Find a recent run that had their record updated, go to the record and view Conversation History to confirm that Campaign to collect consult feedback sent to the user