Create automation involving two or more modules
If it only involved one module it would be easy to do with a rule, but I want to involve two different modules (tasks + accounts) and cannot find a way to do so because I am not technical enough to be able to use custom functions.
What I am looking for is a way so that:
1) Every time someone closes an activity;
2) If the expected closing date has not been changed within the past 30 days;
3) And if that account is on certain stages;
4) Prompt the user to update the expected close date field (mandatory).
Is this easy to do? Thank you.