Restrictions on adding sub-automation in Automation(Lead Type Trigger)

Restrictions on adding sub-automation in Automation(Lead Type Trigger)

Product behaviour: Sub-Automations created for an Activity type Trigger cannot be used in other automations with Lead type Triggers.

Root cause: Sub-automation cards for Lead Type Triggers have a validation that only allows Sub-automations created with the same trigger type.

Solution: The user can either create a new sub-automation using the Lead Type trigger or utilize an existing one created with the same trigger.

This validation only applies to Lead type Trigger automations. If the trigger is different (e.g., New Activity), you can add any existing sub-automation.

    • Related Articles

    • If/Else condition returning false positive | Automation card error

      Issue Reported: The If/Else card within the automation was generating false positives for multiple leads, causing these leads to proceed through the automation incorrectly. If/ Else card condition: Activity of the lead is ..... and ..... Solution: ...

    • Automation Cards Failure email alerts

      The Automation Failure notification will trigger only those who created the automation and who modified the automation. Please note all the users who modified the automation will get the automation failure notification (e.g.: if user-a modified the ...

    • How to find automation details with PDID.

      Requirement: How to find automation details with PDID. Resolution: To fetch the automation details from this PDID, please follow the below steps: 1. Login into the account with Support Access/Admin Access. 2. Place the PDID shared by the team in the ...

    • Lead Cohort Assignment | Gurnick and GEGI Integration

      Issue Raised: Leads not containing the right Cohort. Alternative/Associated Queries: 1) Leads in LSQ and Students in GEGI have different Cohort identifiers. 2) Registration Link is not being sent. 3) Lead is not updating in the as per GEGI data. ...

    • How to hide the Lead Age from the Mobile App.

      Scenario: How to hide lead age from the Leadsquared mobile application. Solution: Steps to hide lead age: If you see in the Mobile App by default the lead age will be shown up against the leads, If the customer wants to remove the lead age then It is ...