Is there a notification "action" when a task moves from 1 stage to another? I want collect homework and send an email when the task gets to the "complete" stage.
Hello Robert Lee, there is a Fluent CRM automation trigger called 'stage changed'. That funnel will start if stage of a task(associated with crm contact) is changed. There you can select the target stage, also the from stage. I guess this might help you.
Can I do this with the free Fluent CRM version?