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15 articles in this collection
Written by
Nirav Surani
and
Ragini Warrier
Automation Library
Create a file from a template in google drive when an account is updated & a condition is met.
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Written by
Ragini Warrier
Updated over a week ago
Add Account Room Link in a Salesforce Account
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Written by
Ragini Warrier
Updated over a week ago
Add details on why the opportunity is lost after reaching a certain stage
Setting up a workflow to get the opportunity lost reason from a specific user if it is lost after reaching a particular stage.
Written by
Nirav Surani
Updated over a week ago
Change Deal Room Name for POC stage
Automatically update the dealroom name with a prefix of choice when an opportunity moves to a different stage
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Written by
Ragini Warrier
Updated over a week ago
Memo emoji to add notes to salesforce
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Written by
Ragini Warrier
Updated over a week ago
Create a Google Drive file from a template, based on the condition given by the user
When a user-defined condition is met, the workflow is triggered & a copy of the template file is made and placed in the destination folder
Written by
Nirav Surani
Updated over a week ago
writing_hand emoji to add messages to Chatter
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Written by
Ragini Warrier
Updated over a week ago
Closed Lost notification, requesting reason in a specified Slack channel
Setting up a workflow to get the opportunity lost reason from a specific Slack channel if it is lost after reaching a particular stage.
Written by
Nirav Surani
Updated over a week ago
Get Qualification Reason From SDR and update the salesforce opportunity
SDR receives a notification asking to enter the qualification reason. This reason is updated in the salesforce & notified in Slack
Written by
Nirav Surani
Updated over a week ago
Create a Google Drive folder once an opportunity reaches a certain stage.
Written by
Nirav Surani
Updated over a week ago
Closed Won notification with Celebratory Note
Setting up a workflow to get the celebratory note from a user, and posting the announcement on a select Slack channel.
Written by
Nirav Surani
Updated over a week ago
Closed Won notification with Celebratory Note (User Version)
Setting up a workflow to get the celebratory note from a user, and posting the announcement on a select Slack channel.
Written by
Nirav Surani
Updated over a week ago
Notifying closed won in a select slack channel
Written by
Nirav Surani
Updated over a week ago
File Upload as a Salesforce attachment with file folder emoji
Written by
Nirav Surani
Updated over a week ago
Notifying closed lost in a select slack channel
Written by
Nirav Surani
Updated over a week ago