Workflow Trigger - Task Completed

Workflow Trigger: Task Completed

This workflow trigger activates when a user marks a task as completed within the CRM.

How the Task Completed Trigger Works

Whenever a task associated with a contact is checked off as done, this trigger can start a workflow. This is useful for automating follow-up actions, updating contact records, or progressing a contact to the next stage in a sequence automatically.

Supported Filters

You can narrow down which task completions start the workflow by using filters. Available filter criteria include:

• Assigned User: Only trigger the workflow if the completed task was assigned to a specific user or set of users.
• Contact Custom Fields: Only trigger the workflow if the contact associated with the task has specific values in their custom fields.

Setting Up the Trigger

To use this trigger, navigate to the workflow builder in your CRM. When adding a new trigger, select "Task Completed" from the list of available triggers. You can then apply the relevant filters to target the exact scenario you want to automate.