Task Added Trigger

The Task Added trigger is used when you need one or more actions to run after a task is created in the system. You can also add filters depending on what the task requires.

Adding the Task Added Trigger

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

📌 NOTE: To publish workflows, you must set up both a trigger and an action. Without both, you can only save the workflow, not publish it.

Add Filter

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

Assigned User

The "Assign User" filter lets you 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 choose the assigned user.

Once you've set up your filters, click "Save Trigger" to finalise your task-added workflow.

📌 NOTE: You can add workflow actions to automate things like notifications, follow-ups, or account updates.

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