We’re thrilled to announce one of our most requested enhancements to our workflow builder: cross-object filters.
On any field change alert, you can now leverage conditions from any referenced object in addition to the object you originally selected.
This enhanced functionality unlocks a ton of use cases to send even more targeted workflows on objects such as tasks, contact roles and more.
Popular use cases include:
- Opportunity notifications from accounts in certain industries, territories or employee sizes
- Case notifications from accounts of a certain tier
- Task completion notifications on opportunities in certain stages
- Campaign member notifications related to certain campaigns
- Product object notifications on certain opportunity types
To get started you just log into your Troops dashboard and begin building any workflow, or append to an existing workflow.
Don’t have a Troops account? Get started for free at Troops.ai