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Introducing Cross-Object Filters On Troops Workflows

By Benji Hyam on Sep 10, 2019 1:48:20 PM

Introducing Cross-Object Filters

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.

A GIF showing how to use the new cross-object filter function.

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



Benji Hyam

Written by Benji Hyam