Workflow Trigger: Completed Task

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

2. Click on "Marketing" to explore its features.

3. Select "Workflow" to access automation options.

4. Hit "Create Workflow" to start building your automation.

5. Choose "Start from Scratch" to begin with a blank slate.

6. Click here to add a new trigger for your workflow.

7. Select "Task Completed" as your trigger option.

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

8. Optionally change the trigger name if needed.

9. Click on "Add filters" to refine your automation criteria.

10. Choose "Assigned User" to specify who the task is for.

11. Select an operator for your assigned user criteria.

12. From the list, pick a user after selecting "is/is not."

13. Click on "Save Trigger" to confirm your changes.

14. Your trigger has been successfully added—great job!

15. Remember to save and publish when you're finished!

FAQs

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.