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.

  • Guest
  • Jan 5 2024
Gifts
  • Attach files
  • Beth Muckler commented
    23 Jul 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.

    Attachments Open full size
  • Natalie Jasso commented
    03 Jul 15:37

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

    Attachments Open full size
  • Guest commented
    12 Jun 18:26

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

    Attachments Open full size

Related ideas