Most Popular Use Cases

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

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

R

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