Sequential automation rule processing with stop option
Automation rules should be processed in order.
Hitting a trigger/rule should give the option to “stop processing other rules”
Think google email filtering.
The power of this would be huge.
An alternative approach would be nested rules.
If activity
If job type
If customer
This will allow you trigger on an activity but take different actions dependant on the job state (or customer) ie add a note to a lead job and a high priority task is create. But add a note to an already invoiced job sends an email.
2
votes
Mark Walford
shared this idea
Not enough community interest.