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.

Screenshot

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."