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Question

Automations 2.0 Conditional logic trigges

  • June 26, 2025
  • 2 replies
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NEUTRALDesigns
Explorer
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I had a question on if this is possible within the Automations 2.0. I’m currently crafting my new “logo design process” automation the completely streamlines my entire process. I want to create a conditional logic where if a client books a session with me, the pipeline stage will automatically move. I want the pipeline stage to move when it is scheduled, when the session starts, and when it ends. When I look at beginning “trigger” I can see the multiple options for “session scheduled, session starts, session ends” but I don’t see those options under conditional logic under “select event”. Is there a way for those options to be added under conditional logic? Can I not create an entire automation pipeline under one automation, or will I have to do these automations individually? Please help.

2 replies

Diana The Finer Points
Luminary
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It’s not a conditional logic. It’s a regular automation (3 of them). 

Trigger is: Session Scheduled

Action: Move Pipeline

 

Then do it again for Session starts and ends


NEUTRALDesigns
Explorer
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This is the automation I am building out.
I can see the different session options, but they only are under the trigger option, not under the other options.
Whether it is the action or wait trigger, it does not include session start or session ends options.
I want to be able to a “wait until session STARTS”, so it can then move pipeline stage to “Consult”.

Does this mean I will have to do an automation for each every single one? Can I not add these automations all under one?