Automate Updating a SuccessCycle

edited February 2024 in Automation

We have built out an automation for onboarding our customers. Customers get an onboarding code depending what step they are in and how long they have been in that step based on our own data. We push that code to ClientSuccess, which then triggers email and task automations.

Currently our CSMs are having to manually update the onboarding SuccessCycle, when it would be great to say IF field is updated to this value, then mark this stage / activity / task as complete for a specific SuccessCycle (if active).

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