Add an "if, then" option in Workflow Designer

Annual Giving professional. I'd like to be able to set up a Workflow so I can follow up based on responses to appeals. Eg: if we receive a gift from the solicitation, then the donor receives action A; If we don't, then the constituent receives action B.

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  • Jan 5 2024
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    • Beth Muckler commented
      July 23, 2024 20:10

      This is desperately needed if Workflows are to be properly utilized. It's nice that we can trigger next actions, but we need to be able to designate what those next actions are based on outcome of the initial action - it's not always the same.

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    • Natalie Jasso commented
      July 03, 2024 15:37

      Thank you for adding this idea - we are need of this option within our Workflows too!

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    • Guest commented
      June 12, 2024 18:26

      YES! I had this functionality in NEON CRM workflows and it is a MUST HAVE!

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