Workflows at the Agency level
R
Russ Webb
It would be amazing to be able to create workflows at the agency level that could trigger from events or conditions at the location level, like sending a message when a location has not sent a review request in awhile, or when we are publishing a new workflow to an account but the account owner has not yet populated some required custom values.
Alternatively, if we could identify which location is the agency location, and then build workflows in there that would be able to evaluate conditions pulled from other accounts.
This would allow us to automate our customer service strategies, without constantly having to do it all in make.com or zapier.
J
James Thomson
Great idea.
P
Prasoon Dadhich
open
A
Andy Rong
Any updates with this?
S
Sal Carrero
Great idea
C
Christina Rosario
Totally agree on these... Having SaaS workflows would be great as well to create automations around upgrade/downgrade or cancellation. Also to create opportunities and actions around which plans have been chosen. Etc, etc.
A
Andy Rong
👀
R
Ramon Long
This would be amazing! Having Agency workflows opens up a higher level of abstraction when providing SaaS services (especially tenant automation).
D
DVM Elite Digital Marketing
Yes! We are exploring HL as a potential tool. We would like to create automated emails for each contact assigned to each location. Currently, would have to go into each subaccount and create the workflow individually. We would like to be able to create the workflow at the agency level and apply it to multiple subaccounts at one time.
G
Glen Aguayo
This would be awesome. I especially need an Account Created trigger, so I can send that data to other apps.
Core Platform
under review
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