• Laura Walker 28
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Would it be possible to have a case triggered from a call type from logging an activity?

Here's the issue. I want it automated where if a new client is having an issue, the sales person can log an activity with a certain call type which will then do 2 things :

1. Open a case
2. Send an automated email to 3 or 4 people.

Is it possible?  
Would it be possible to have a case triggered from a call type from logging an activity?

Here's the issue. I want it automated where if a new client is having an issue, the sales person can log an activity with a certain call type which will then do 2 things :

1. Open a case
2. Send an automated email to 3 or 4 people.

Is it possible?