How do I create an Automation to notify a manager of a Contact's Status update?

This Event-based Automation will send an email to a manager, notifying them that a Contact's Status has been changed.

Prior to set up, create an Email Template

Recipe:

  1. Choose the "Event based" trigger type
  2. Select the "Contact" trigger record
  3. Choose when the record type is "Created or Modified"
  4. Select +Add Condition
    1. If Type is equal to "Residential Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If Status is equal to "Signed Contract" (Status names may vary depending on your Workflow) 
  6. Check the box next to "Only if Status is modified"
  7. Check the radial for "Require all conditions to be true"
  8. Select +Add Action
  9. Choose the "Send Email" Action
  10. Select the appropriate Email Template from the drop-down menu, choose your recipient(s), and Save
  11. Save the Rule when you are finished

Automations Event - Recipe 01

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