When a deal or contact task is marked as complete, you can add the contact associated with that task to any active automation of your choice. You may want to do this if you wish to add a contact to an automation that will update their deal stage or send them through a series of follow up emails.
There are three ways to trigger an automation to run when a task is marked as complete:
- With the “Task is completed” automation trigger
- With the "Add a task" (Deal or Contacts) automation action
- From the deal or contact record
With the “Task is completed” automation trigger
The “Task is completed” automation trigger starts an automation when a Deal or Contact task is marked as completed. With this trigger, you can choose either “All completed tasks” to start the automation when any task is completed or “Segment completed tasks” to specify which tasks will start the automation.
To add and configure this trigger in your automation, follow these steps:
- Click Automations on the left to get to the Automations overview.
- Click “Create an automation.”
- Click “Start from Scratch.”
- Select the “Task is Completed” trigger in the Select a Trigger modal.
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Choose which completed tasks trigger this automation from the options below:
- “All completed tasks” - This option allows any tasks marked as complete in your ActiveCampaign account, Deal and Contact, to start the automation.
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“Segment completed tasks” - This option allows you to specify which tasks will start the automation segment builder. More information in the next step.
- If you choose “Segment completed tasks,” the segment builder will appear. Click on the “Select a Condition” field. Then, choose the condition(s) to specify which completed tasks you want to start the automation. To choose an operator, click the middle field and click the operator you would like to use. Click the right field and click one of the options listed to provide a value for your segment condition. Learn how to create a segment.
The condition options for the "Task is completed" trigger are:- "Task outcome"
- "Task relates to"
- "Task title"
- "Task type"
- Next, choose if the trigger will run once or multiple times.
- Click “Save.”
- Continue building your automation with actions based on your desired outcome. When complete, set your automation to “active."
Also, to help get you started quickly, here are a few "Task is completed" trigger automation recipes.
With the "Add a task" automation action
The "Add a task" action will create a new task for a deal. With this action, you set the task name, write a description, select the task type, choose the deal owner the task will be assigned to, set a due date, choose which deal the task will be added to, and what pipeline it should be in.
In addition, you have the option to trigger any active automation to run when the task is marked as complete.
Whenever a contact encounters the "Add Action" step in your automation, a new task will be created for their deal. They will then be added to the automation selected in the "Add a task" action when the task is marked as complete.
Click below to learn how to automate adding a new deal or contact task to a contact record:
- Click Automations to go to the Automations Overview page.
- Click "Edit" for the automation you wish to work with. The automation builder will open.
- Click the (+) node where you want the “Add a deal task” action to be located.
- Click the CRM option located in the right Actions menu.
- Locate and click the “Add a deal task” action in the menu.
-
Complete the following information located
in the "Add a
deal task" modal:
- Type the task title
- Type a task description
- Select a task type
- Click the "Assign to" dropdown to assign the task to yourself or another deal owner
- Select a due date
- Click the “Affects” dropdown to select the deal(s) that the task will be added to
- Select the pipeline that the deal is associated with. You can also choose "Any" pipeline if deals from more than one pipeline will be affected by this automation
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(Optional)
Check the “Trigger an automation with this task” checkbox and
select the following:
- Click the "Start" dropdown to select the automation you wish to add the contact to once the task is marked as complete
- Click the "When" dropdown to select "Task is completed"
- Click "Save."
- Click Automations to go to the Automations overview.
- Click "Edit" for the automation you want to work with. The automation builder will open.
- Click the (+) node where you want the “Add a deal task” action to be located.
- Click the “Contacts” option in the Actions menu on the right.
- Locate and click the “Add a task” action in the menu.
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Complete the following fields in the "Add
a task" modal:
- Type the task title. You can use personalization tags from contact, account, or deal fields
- Select a task type
- Click the "Assigned to" dropdown to assign the task to the account owner or a specific user
- Select a due date
- Click "Save."
From the deal or contact record
You can choose to add a contact to an automation once a task is marked as complete. This is done on the "Add a task" modal located on either the details page for a deal or the tasks section of a contact record.
You may want to use this option to add contacts to an automation on a case-by-case basis.
Click below to learn how to add a contact to an automation once a task is completed from either a deal record or contact record:
- Click Deals to navigate to the Deals page.
- Click the deal you wish to create a task for.
- Click "Add a task" located in the Tasks widget to the right.
-
Complete the information in the "Add
a task"
window:
- Type the task title
- Click the "Task Type" dropdown and select the task type
- Click the "Assigned to" dropdown to assign the task to yourself or another deal owner
- Click the "Due date" dropdown and select the date the task should be completed by
- Click the "Due Time" dropdown and select the time the task should be completed by
- Click the "Send a reminder" box to set up an email reminder for the task
- Click the "Trigger an automation" box and use the dropdown to select the automation you wish you add contacts to once the task is marked as complete
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Click the "When task is completed" radio button
- Type the Task Description into the field provided
- Click the "Save Task" button.
- Click "Contacts" to navigate to the Contact overview.
- Click the contact you wish to create a task for.
- In the Contact Record, scroll down to the Tasks section and click "Add a task" in the top right of the Tasks section.
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Complete the information in the "Add
a task"
window:
- Type the task title
- Click the "Task Type" dropdown and select the task type
- Click the "Assigned to" dropdown to assign the task to yourself or another deal owner
- Click the "Due date" dropdown and select the date the task should be completed by
- Click the "Due Time" dropdown and select the time the task should be completed by
- Click the "Send a reminder" box to set up an email reminder for the task
- Click the "Trigger an automation" box and use the dropdown to select the automation you wish you add contacts to once the task is marked as complete
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Click the "When task is completed" radio button
- Type the Task Description into the field provided
- Click the "Save Task" button.