I love you to get your advice on this challenge.
I would like to monitor if an action was take on a specific Deal.
- Stage change
- Email sent
- Task complete
- Call Complete
I have a status in my app called ‘Action Taken’ which has 2 states (Yes and No). As soon as any of the above actions are taken on a deal I want to flip the ‘Action Taken’ status from NO to YES.
The best way to do this is via Webhooks and then use IF statements on your end to monitor the fields you want that are changed. Henk sums it up here as well:
Will a updated.deal webhook capture these changes:
- Email sent on a deal
- File added
- Task added/completed
- Stage changed
Anything that updates the Changelog on a Deal should work to trigger the Update Webhook so all 4 of your example changes should be fine.