Overview
The Task Added trigger enables you to start a workflow whenever a new task is created in a contact's record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications.
Trigger Name
Task Added
Trigger Description
This trigger activates whenever a new task is added to a contact's record. You can apply filters to determine which tasks initiate the workflow, such as those assigned to a specific user or those containing certain 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.
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 need to design a workflow that activates whenever a new task is created and assigned to a particular user. Once triggered, the workflow will automatically send an email notification to inform the user about the newly assigned 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."