TABLE OF CONTENTS
Overview
The Task Added trigger allows you to initiate a workflow whenever a new task is added to a contact’s record. This is useful for automating actions based on task creation, such as notifying the assigned user, updating task-related fields, or sending follow-up messages.
Trigger Name
Task Added
Trigger Description
This trigger is activated when a new task is added to a contact’s record. You can use filters to specify which tasks should start the workflow, such as tasks assigned to a particular user or tasks containing specific keywords.
How to Configure
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Choose a Workflow Trigger: Select Task Added from the list of available triggers.
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Workflow Trigger Name: Enter a descriptive name for your trigger, such as “Task Added.”
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Filters: Use filters to refine when the trigger should activate. This allows you to specify which tasks should start the workflow based on the assigned user.
Value | Description | Mandatory |
Assigned User | Selects specific users to trigger the workflow when a task is assigned to them. You can choose one or multiple users. | No |
Example
You want to create a workflow that triggers when a new task is added and is assigned to a specific user. The workflow will then send an email to notify the user about the new task.
- Workflow Trigger Name: “New Task Assigned”
- Filters:
- Assigned User: “John Doe” (Only trigger if the task is assigned to John Doe)
Workflow Steps:
- Trigger: Task Added (as configured above)
- Action: Send Email – Notify the assigned user about the new task.
- Action: Update Task Status – Mark the task as “Notified.”