We'd like the ability to trigger a workflow based | Ideas for RE NXT

We'd like the ability to trigger a workflow based on more things

Some examples:

When a constituent is created - Prompt a team leader to assign a fundraiser
When a constituent is marked as deceased - Prompt their fundraiser to update their contact details

Guest
Jul 1 2020
Reviewed: Voting Open

Work Center

Comments (3)
Votes (61)

Attach files

Enter a subject

Julie Hiland commented

02 Aug 16:03

We need to be able to add someone to a List when they've been marked as Deceased, so that a workflow can be triggered.

Attachments Open full size
Anne Chanski commented

December 08, 2021 19:01
A common trigger for other tools would be things like:
- Clicking a button or link in the email
- Acted on some specific CTA
Attachments Open full size
Victoria Schonfeld commented

May 10, 2021 14:53

I'd like to see a trigger when a certain annual or lifetime giving threshold is met.

Attachments Open full size