Action: Search in Project(s)
narek
If I have a list of leads in Taskade, I want to see if a certain email address exists or not. If it exists, I want to update the status for that specific row.
Here is the flow:
- Trigger: Calendy Event Scheduled
- Action: Search and Match the Invitee's Email address with the Email Address in my Lead's Project
- Action: Update the Status of the Lead to Demo Scheduled
This is very helpful for sales use cases, as I can chain together automations.
After status is updated to Product demo scheduled, I'd want to have a follow up email drafted based on lead's contact information and added to my Gmail.
I cannot do this currently in Taskade.
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