Hi all,
Just looking from some input from the more experienced automators!
I’ve got two lists - applicant and the referee list. The first automation separates the two and creates a deal for the applicant. A task is then created - to review the application - within the same deal.
Once that task completes, I want to send emails to the corresponding referee and move the applicant to the next stage of the deal.
I’ve managed to segment applicants from referees, auto-complete the task created in the deal and move the applicant to the next stage.
What I’m struggling with is automating the sending of the email to the referees AFTER the task of reviewing the application has completed.
Currently playing around with creating a separate pipeline for the referee itself to see if I can find the ‘link’ somewhere. I suspect that the way I’m thinking about this in my head isn’t right.
So if someone with more experience can chime in, that would be awesome