The Task Added trigger is utilized when there is one or more actions to be carried out after a task is created in the system. Depending on the task requirements, additional filters can also be added.

Adding the Task Added Trigger #

To begin, click Add New Trigger, then search and select Task Added Trigger.

Note: To publish workflows, you must establish a workflow trigger and action. Without both, you can only save the workflow and not publish it.

Add Filter #

You can filter your trigger by clicking the Add Filters button.

Assigned User #

The Assigned User trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice. Simply select a team member from the dropdown to select the assigned user.

Once you have set up your filters and reminders, click Save Trigger to finalize your task-added workflow.

Note: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Using the Task Added trigger ensures your tasks are automatically managed, saving time and keeping your team focused on what matters most.

Frequently Asked Questions #

When does the Task Added trigger fire? #

It fires when a task is created in the system, letting you carry out one or more follow-up actions automatically.

How do I add this trigger to a workflow? #

Click Add New Trigger, then search for and select Task Added Trigger.

Why can I only save my workflow and not publish it? #

To publish, a workflow needs both a trigger and at least one action. Without both, you can only save it.

What does the Assigned User filter do? #

It lets you trigger based on which team member a task is assigned to—just select the user from the dropdown.

How do I finalize the trigger? #

After configuring your filters and reminders, click Save Trigger to finalize the task-added workflow.

What kinds of actions can follow this trigger? #

You can automate notifications, follow-ups, or account updates once a task is added.