Workflow Trigger: Completed Task

Introduction

The Task Completed Trigger is a powerful feature in the CRM designed to initiate a set of pre-defined actions or automations when a task status changes to "completed." This functionality is invaluable for streamlining operations, improving team collaboration, and automating manual processes. In this guide, we'll walk you through how to set it up, its functionalities, and even its limitations.

Features

Supported Filters

Assigned User: Trigger actions based on the user assigned to a completed task.

Contact Custom Fields: Utilize custom fields associated with a contact to filter which completed tasks trigger actions.

How to Set It Up

Navigate to Automations: Go to the sidebar and click on ‘Automations.' Navigate to Workflows> Create a Workflow> Start from Scratch:

Select Trigger Type: Choose Task Completed Trigger from the list of available triggers.

Configure Filters: Based on your needs, you can set up filters using the 'Assigned User' or 'Contact Custom Fields.'

Define Actions: Once the trigger is activated, you can define what actions should take place. This can range from sending an email to updating a contact status.

Save and Test: Once all parameters are set, save the workflow and test it to make sure it works as expected.

Use Cases

Sales Pipeline: When a sales rep completes a follow-up task, trigger an automation to send a thank-you email to the customer and notify the manager.

Customer Support: On resolving a support ticket, automatically update the customer profile or send a feedback survey.

Marketing: When a marketing task is completed, such as publishing a blog post, automatically update the project status and notify the team.

Limitations

No Multi-Step Conditions: As of now, the Task Completed Trigger does not support multi-step if-else conditional logic, limiting its complexity.

Limited Filters: The supported filters are restricted to 'Assigned User' and 'Contact Custom Fields,' making it less flexible in some scenarios.

Global Scope: This trigger works at a global level, meaning you cannot set it up for specific tasks or departments.

Workflow Trigger: Completed Task

Introduction

Features

Supported Filters

Assigned User: Trigger actions based on the user assigned to a completed task.

Contact Custom Fields: Utilize custom fields associated with a contact to filter which completed tasks trigger actions.

How to Set It Up

Navigate to Automations: Go to the sidebar and click on ‘Automations.' Navigate to Workflows> Create a Workflow> Start from Scratch:

Select Trigger Type: Choose Task Completed Trigger from the list of available triggers.

Configure Filters: Based on your needs, you can set up filters using the 'Assigned User' or 'Contact Custom Fields.'

Define Actions: Once the trigger is activated, you can define what actions should take place. This can range from sending an email to updating a contact status.

Save and Test: Once all parameters are set, save the workflow and test it to make sure it works as expected.

Use Cases

Sales Pipeline: When a sales rep completes a follow-up task, trigger an automation to send a thank-you email to the customer and notify the manager.

Customer Support: On resolving a support ticket, automatically update the customer profile or send a feedback survey.

Marketing: When a marketing task is completed, such as publishing a blog post, automatically update the project status and notify the team.

Limitations

No Multi-Step Conditions: As of now, the Task Completed Trigger does not support multi-step if-else conditional logic, limiting its complexity.

Limited Filters: The supported filters are restricted to 'Assigned User' and 'Contact Custom Fields,' making it less flexible in some scenarios.

Global Scope: This trigger works at a global level, meaning you cannot set it up for specific tasks or departments.

Help center

Workflow Trigger: Completed Task