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How to trigger a Mailing from a Task workflow — Cloud Customer Connect
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How to trigger a Mailing from a Task workflow

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edited Jun 8, 2022 10:30AM in Agent Desktop 5 comments

Summary

Can a Mailing be trigger from a workflow

Content

Hi all. We have a need to trigger a mailing from a WF. Currently the WF pushes to a survey that, depending on the response, triggers a mailing. For efficiency, it would be great if the WF itself could trigger the mailing based on a 'post set field' named event. For example:

CURRENTLY:

WF script has option for "Wrong Number". When button clicked, named event sets Task to solved and adds note "WN". THEN, a survey opens where 'Wrong no.'? question is answered 'Yes' to trigger a mailing to the contact. Save n Close.

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