Run a Workflow based on two Modules
Hey Everyone
We are trying to run an automated workflow based on two CRM Modules.
Deals - Custom Fields filed with data
Check-In: 01.01.2022
Check-Out: 01.01.2022
Location: Portugal
Products - Filed with data
Name: Product1
Price: €100
Workflow
Deal Data
Check-In Date is within (Date Range)
Check-Out Date is within (Date Range)
Location: Portugal
Products Data
Products: Product1
So basically, is it possible with a workflow and functions to do something like that? Saying give me all deals with associated products and send an automated email to these contacts.
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