Since Táve is a database, all of your data is kept in fields. Those fields are labeled and associated by tokens. You can program an automation to update any of those fields based on your trigger/observable.  In the above example, I’m updating the Lead Confidence field to “High”. This might have been triggered by a recent Lead > Previous Interaction Date.

Other ideas:

  • Update job.stage to “Completed”.
  • Update custom field called “Job.custom.album_revision_number” to “3rd” so that you can reference later that the client is on their 3rd revision.
  • Check a custom checkbox field by using a value of “1”. Uncheck a custom checkbox field by updating it to a value of "0". Additionally, true/false or yes/no have the same effect.
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