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Help Topic: Sequence Automation with Custom Field Triggers


Utilizing Yes/No Custom Fields for Sequences

We’ve expanded the ability to trigger automated Sequences by allowing Yes/No custom fields to be used as triggers. Previously, only core fields could trigger Sequences automatically.

For example, you can now set a Sequence to launch automatically when a candidate’s status on a job is marked as “Ready to Start.” This enhancement opens up countless additional use cases for automating your workflows.

The Yes/No custom field triggers will be available across all record types that sequences can be associated to.