Automatically assign trip status
under review
S
Successive Crab
I'd love to be able to add automation to my workflows that automatically assigns a trip status based on an event/action occurring. For example, when the trip is marked fully paid on all activities, allow me to move to a trip status, "Paid in Full". When the client begins traveling, automatically move the client to "Client Departed" and when the trip ends, move the client to "Client Returned".
Autopilot
Merged in a post:
Automate trip status changes
A
Acute Dormouse
This post was marked as
under review