TestAccount
6 years agoQrew Trainee
Automation: Using data from previous trigger record or previous actions.
Automations do some GREAT things...but when building an automation I often muse over the embedded instructions that say "....choose as much data as you want from your trigger record or previous actions. You can combine this data with manual entries."
How can I get data from a previous action? Is there some sort of formula or scripting which provides access to the process flow?
What sort of "manual entries" are possible? Plain text or some sort of formula/script?
How can I get data from a previous action? Is there some sort of formula or scripting which provides access to the process flow?
What sort of "manual entries" are possible? Plain text or some sort of formula/script?