Moved to board
Discover how to efficiently manage your workflow with our 'Move to Board' trigger. This feature notifies agents when leads are generated, ensuring no opportunity is missed. Customise it to fit your unique business needs and streamline your processes. Our 'Move to Board' trigger i
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Discover how to efficiently manage your workflow with our 'Move to Board' trigger. This feature notifies agents when leads are generated, ensuring no opportunity is missed. Customise it to fit your unique business needs and streamline your processes.
Our 'Move to Board' trigger is designed to notify agents when someone transitions to a new board. This feature can be used to alert your team about new leads or tailored to suit your specific requirements.
Here's where you can locate this trigger:
Navigate to Automation on your left sidebar, then select Triggers, and choose Move to Board.
Setting Up the Trigger:
Within the Trigger settings, choose the board name. This ensures the trigger is only activated for the board you specify.
You can observe this trigger in action within the live chat: