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Most Popular Use Cases
Easy Cues to get you started with Momentum
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14 articles in this collection
Written by
Nirav Surani
and
Ragini Warrier
Cues
Notification for when the opportunity is updated
Notify when an opportunity is updated
Written by
Nirav Surani
Updated over a week ago
Notification for when the opportunity is closed-won
Notify when the opportunity is closed-won
Written by
Nirav Surani
Updated over a week ago
Notification for when the opportunity is closed-lost
Notify when opportunity is closed-lost - with reason in the salesforce field
Written by
Nirav Surani
Updated over a week ago
Automation Library
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
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
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