Connection Assigned Email

This workflow notifies the connector only with some very basic details about the connection request. We only show them basic information because we want them to go into Rock and mark activities or change the status. The email is just to let them know there is a new one.

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  • We then use the "send email" action under communications workflow actions to send the email to the connector.
    • We use the following lava commands to send information to the connector: {{ Workflow | Attribute:'Requester' }}, {{ Workflow | Attribute:'Connector' }}, {{ Workflow | Attribute:'OpportunityType' }}
  • We then persist the workflow using the "Workflow Persist" action
  • And finally complete the workflow using the "Workflow Complete" action
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