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.