Look-up Tables for Automation Rules

As we've been setting up our Wrike account I've been utilizing Automations, the API on it's own and Workato. I was thinking that being able to utilize lookup tables for automations would be a game changer. 

For example instead of creating a rule for every client of staff member we could just have a table that the automation could reference.

Example use case:

Set an automation where the Assign should be based on the Account manager. 

The rule would reference the table to see which User wi the AM for that client. 

I'd be curious about what the rest of you think or how you are currenlty hadnling this.

Upvote 3
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
0 comentarios

Can you help? Answer the question and work your way towards becoming a Wrike Ninja 🥋 Sign in and answer.

Iniciar sesión para dejar un comentario.

Folllowing List for Post: Look-up Tables for Automation Rules
[this list is visible for admins and agents only]

Arriba
Didn’t find what you were looking for? Write new post