Other Process Ideas
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.