I would like to monitor if an action was take on a specific Deal.
For example:
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: