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need help for seting up a prospection workflow !

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  • need help for seting up a prospection workflow !

    hello all and sundry,
    we currently sold espo crm and we want to set up a prospection workflow... we attempted many things, checked out the help, the discussion board... but didn't get greater clues !
    so we are counting on you guys...

    right here is what we need to do :

    1/ whilst an account is created > ship email1 throw mailchimp (mailchimpsync) : this step is adequate for us
    2/ if the target account (electronic mail) click in mail1 (information from mailchimpsync = we get it quality inside the logs of the marketing campaign email1) > ship email2 after 8 days to this identical goal account

    this trigger in 2 steps is quite typical and simple, however we do not get a way to set up this 2d step ! which target entity need to we use inside the workflow (we attempted campaignLgRecord, but...)? what kind of then to get this 2nd mail despatched to our target account (throw mailchimpsync) ?

    we may be stopped by means of a silly little detail... so we need your advices !mobdro

    thanx earlier !
    Last edited by quinton77; 06-05-2019, 01:44 PM.