Workflow Trigger - Task Added

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

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

• Choose a Workflow Trigger: Select Task Added from the list of available triggers.

• Workflow Trigger Name: Enter a descriptive name for your trigger, such as "Task Added."

• 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.

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:

1. Trigger: Task Added (as configured above)
2. Action: Send Email - Notify the assigned user about the new task.
3. Action: Update Task Status - Mark the task as "Notified."