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Status Already exists
Categories Automation
Created by Guest
Created on Oct 26, 2023

Notifications based on custom fields in quotes and orders

We use custom Yes / No fields within the status section of quotes. It would useful to notify certain people when the status of these is changed.

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    Andrew Ardron
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    Nov 8, 2023

    We already have this ability via our Zapier integration

    Given that these are by definition "custom fields" and also given how many different notifications different customers might want for different scenarios, we recommend doing this sort of custom notification with Zapier. Prospect has full support for Zapier actions when a field (or combination of fields) is changed so this would probably work well for you. You can then configure any number of actions.

    If you're interested in using zapier for this (or anything else) please contact support via the chat and they can provide details on how to get started. You'll also find some information here: https://docs.prospect365.com/en/articles/6413542-zapier-integration-preview

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