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Sometimes a contact is added to a project but then the users of the project forgets may forget to add the contact to an event.

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  • Create Automation (Alert Trigger) when a contact is added to a project but not added to the event.

  • Choose the number of days the contact was not invited to the event.

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Steps

  1. On the Create Automation page, in the Automation Criteria section, you will find three options, IF, IS, and THIS.

  2. In Condition Field 1 (IF), add an item to the dropdown select the option called “days without an event invitation since being added to the project” from the dropdown list.

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  1. The option greater than or equal to will be displayed in the Condition Field 2 (IS).

  2. In Condition 3 (THIS), enter a number.

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