Update contacts when a deal associated with them is updated
Similar use cases: Notify contacts/team members when a value in related record is changed.
You can use this UTron use case whenever you wish to notify your Contacts regarding the changes that have been made to records that are associated with them. The records can be either from deals or from a custom table. (Please note in case of custom table it is assumed that there is a link between the custom table and contacts using a lookup field.)
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Logical Flow:
- Check whether the records from the table have been updated. To do this you can compare the new value of that field with its old value.
- Select the contacts that are associated with that record.
- Send an email to those contacts.
If you wish to notify the contacts regarding the changes/update on another record associated with it then you can use a similar workflow for it by changing the type of records and following a similar process.
Logical Flow for similar use cases:
- Check for records from the custom/deal table which are updated/satisfy a particular condition. (If you wish to send out emails to contacts whenever a record associated with them is updated then in the conditions field you will have to compare the old values and new values of the field.)
- Select the contacts which are associated with that record.
- Send out an email to those contacts.
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- When to execute: When record is updated
- On which records: Deals
As this case will require some additional steps, we’ll have to switch to ”Need Advance Cases”. You can find that option on the top right-hand side of the screen.
- Filter criteria (Check Condition): Check whether a value associated with deal is updated or not by comparing old and new values.
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For this use case we are assuming that Deal stage is changed. So the condition will be –
- Deal Stage is not Old Values.Deal Stage
- In the YES section perform the following-
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For this use case we are assuming that Deal stage is changed. So the condition will be –
- Selection criteria: Select Contacts where ID = (DealContact)
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Action: Send Email
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- From Assigned To (user/salesperson)
- Recipient Contact’s Email address
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