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
Navigate to Automation: Go to the sidebar and click on ‘Automatio’ tab. 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.
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.
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.
Q: What actions can be triggered by the Task Completed Trigger?
A: Actions can include sending emails, updating contact statuses, or any other predefined task you set up in the workflow.
Q: Can I use multi-step conditional logic with the Task Completed Trigger?
A: No, the Task Completed Trigger does not support multi-step if-else conditions at this time.
Q: What filters can I use with the Task Completed Trigger?
A: You can filter actions based on the 'Assigned User' or 'Contact Custom Fields.'
Q: Is it possible to apply the Task Completed Trigger to specific tasks or departments?
A: No, the Task Completed Trigger operates at a global level and cannot be limited to specific tasks or departments.
