Notify a specific person when someone completes a certain Custom Form

Table Name: All Form Responses

Trigger fields: Form_ID

Dependent Condition: Form_ID = [ID number of the form]

Trigger On Create: Yes

Notify a Group Leader that someone Contacted that group

Table Name: Group Inquiries

Step Data:

Send Email To: Lookup Contact

Email to Contact: Group_ID_Table.Primary_Contact

Notify an Opportunity's Primary Contact only when the Opportunity Finder logs a response (not when someone enters a Response in the Platform)

Table Name: Responses

Trigger Fields: Opportunity_ID

Dependent Condition: EXISTS (SELECT 1 FROM Opportunities O WHERE O.Opportunity_ID = Responses.Opportunity_ID AND O.Visibility_Level_ID=4) AND Responses.Last_Name IS NOT NULL

Step Data:

Send Email To: Lookup Contact

Email to Contact: Opportunity_ID_Table_Contact_Person_Table.[Contact_ID]

Notify a specific person when registrants choose specific Product Option Prices

Table Name: All Invoice Detail

Dependent Condition: Product_Option_Price_ID IN ('indicate ID here','indicate another ID here')

Step Data:

Send Email To: Specific Contact

Email to Contact: indicate the person

Notify a person on the data quality team when someone updates the Display Name or Nickname of a Contact record

Table Name: Contacts

Trigger Fields: display_name,first_name

Step Data:

Assign a Task: Specific Contact (Data Quality Person)

Require a secondary approval for an event to collect payment for an outside renter

Add a middle step to the built-in Event Approval Process that assigns a task to the user who needs to collect the money.