Advanced Call to Action triggers

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  • Updated 3 weeks ago
I have a customer that has a need for Advanced triggers for creating Call to Action's.

The use case here: We want to create a CTA that gets fired to Managers if their CSMs have

CTA(s) that have not been updated within 2 weeks.


So we would like the ability to be able to set a logic:


If "CSM" of "Manager" has CTA(s) with no updates in the last two weeks = Fire CTA to Manager

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Cameron Wright, Employee

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Posted 3 weeks ago

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Joseph Siudzinski, Employee

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I believe you can do this with a bionic rule. What limitation are you running into specifically?