Larry Gatz asked us, “Hi- In triggers, is there a way to add a logic to a condition? I have a trigger to add a client to a pipeline if they have a “Client” Tag, but I want to duplicate the trigger to put the leads into another pipeline, hopefully with a NOT Client filter… is that possible?”
“This is possible when using “Workflows” instead of “Triggers.” 🙂
I made you this video to help: https://www.loom.com/share/d85178e1e8a34948b499d4433a55393a
2 notes on this:
1. I forgot to mention in my video, but you will need to turn the Workflow to “Active” after you complete it.
2. You may need to open Agent CRM in an incognito window for the Workflow section to allow you to build your workflow.
Let me know if you have any questions on this!! Have a wonderful day!”