Task Triggers

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Johnathon3901
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Task Triggers

Post by Johnathon3901 »

How awesome would it be to have a Task completion generate a trigger for another task, email ,etc.?

Example:
Liz completes the task "contact client via phone", and an email is automatically sent to that client 1 hr later - "It was nice talking with you."

Like a drip campaign for tasks.
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Kathlein
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Re: Task Triggers

Post by Kathlein »

yes, great idea!
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Katelake3566
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Re: Task Triggers

Post by Katelake3566 »

Agreed! This is a terrific idea! Would be very helpful.
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Jonathan3914
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Re: Task Triggers

Post by Jonathan3914 »

Definitely needed.
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Jonathan3914
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Re: Task Triggers

Post by Jonathan3914 »

I found a temporary work-around for what I was doing. Here is an example:

Ad Chain part 1
Lead box -> Starter email, adds tag, schedules task, END OF p1

Ad Chain part 2
(Must be manually put in by person doing task), continues email chain / other triggers / tasks

This means that the system is not triggering when the task is complete, but rather stopping the chain of marketing emails / automations when the task is assigned. The person assigned the task would have to MANUALLY put the client into the "part 2" of the email chain. With simplified naming conventions, this can be done, but it does get confusing and is a little clunky. So, I still think original request should happen.

That said, here is something that may help in the meantime.
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