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Service | Customer Service, Contact Center, Fie...
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Send an in-app notification when a task or note record is "added or modified" to a case.

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Posted on by 9

Hi everyone.

I am trying to create a flow that sends an in-app notification when a related record is added or modified to a case.

The screenshot below is the flow when a case is "added or modified" which works.

pastedimage1656675959635v1.png

Just thinking of the logic for when a task or note related to a case record is added to the case.

pastedimage1656684255112v2.png

Any help is much appreciated.

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  • Ruben Munoz Fernandez Profile Picture
    20 on at
    RE: Send an in-app notification when a task or note record is "added or modified" to a case.

    Hello,

    You need to do something like this: crmminds.com/.../

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