Workflow Trigger - Task Added

Workflow Trigger: Task Added

The Task Added trigger is used to automatically start a workflow whenever a new task is created for a contact in your CRM. This allows you to build powerful automations that respond to task-related activity.

How It Works

When you use this trigger, your workflow will activate immediately after any new task is logged against a contact record. The workflow will have access to information about the newly created task, such as its title, due date, assigned user, and the contact it belongs to. This data can be used to drive subsequent actions within the workflow.

Common Use Cases

• Internal Notifications: Send an SMS or email alert to the staff member assigned to the new task.
• Contact Follow-up: Trigger a sequence of emails or text messages to the contact associated with the task.
• Data Management: Automatically update a custom field on the contact's record based on the type of task created.
• Task Verification: Start a delay timer to send a reminder if the task has not been marked as completed after a certain period.

Setting Up the Trigger

To use the Task Added trigger, navigate to the Workflows section of your CRM and create a new workflow or edit an existing one. When selecting a trigger for the workflow, choose "Task Added" from the list of available options. No additional configuration is typically required for this trigger, as it will listen for any new task creation event across your account.

Once the trigger is set, you can build the rest of your workflow by adding the desired actions, conditions, and delays. After activating the workflow, it will run automatically for every new task created from that point forward.