How do I conditionally alert different individuals
alfred
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I have a Condition where, if Hierarchy is 0 AND Current License Expiration is in the next 60 days AND where the state is NV then alert person, but I also want to alert another member of our team if the state is AZ. how do I add that condition?
Answers
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I would personally use the following automations:
Workflow 1: AZ Team member assignments (create "State Team Contact" column)
- Trigger: When rows are added or changed
- Condition: "State" is AZ
- Action: Change Cell Value- Cell: "State Team Contact" to {{AZ Team Contact Email}}
Workflow 2: NV Team member assignments (create "State Team Contact" column)
- Trigger: When rows are added or changed
- Condition: "State" is NV
- Action: Change Cell Value- Cell: "State Team Contact" to {{NV Team Contact Email}}
Workflow 3: Notification to State Team Contacts
- Trigger: When rows are added or changed
- Conditions: When "Hierarchy" is 0 AND "Current License Expiration" is in the next 60 (days)
- Action: Alert Someone- Send to contacts in a Cell- Cell: "State Team Contact"
Please let me know if this helps or if you have any other questions!
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