Help with automations

  • 19 September 2023
  • 0 replies

Hi there. I was messaging today as I see a lot of workflow automations for Pipeline and such. But how much can you set up for the other side of things like when updating a companies or something?

I am looking to set things as simple as.
When i log a Breeze Session - Change Status from Education to adoption

Or when I set a calendar session for a bs change it from engagement to education and so on?

Is that possible or is it mostly set up for stuff like pipeline?

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