Internal TrackVia Action Triggers - ala Zapier
I would love to see an internal mechanism to create records, or perform some other action, within the TrackVia application when certain criteria is met.
We currently have the Zapier integration which is great for external applications, but this request is for actions being performed within TrackVia.
We should not need a 3rd party application to trigger an internal action within TrackVia for something performed within TrackVia.
John McGarvey commented
This item may have been completed with the recently released Scripts feature.
Still waiting for documentation for Scripts to test it out.