Configure an Action on Task Completion

Matthew Baran
Matthew Baran Member Posts: 27
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in Workflow Automation #1

I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon completion of this task an email gets sent to the supervisor. Is this possible?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
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    #2 Answer ✓

    Yes.

    Trigger: Activity updated

    Condition: Status has changed to Done

    Action: Send email

  • Marketing_86194
    Marketing_86194 Member Posts: 5
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    #3 Answer ✓

    Yea thats what custom task types are for, you can create these in your company settings under activities. I wont bother with a screenshot because its all in Dutch and that will probably be kinda confusing haha.

    If you set that type up, and change the automation that creates the activity to always have that type. You can then also select that type for the other automation

    This Pipedrive link shows how you can create it:

    https://support.pipedrive.com/en/article/creating-custom-activity-types

Answers

  • Matthew Baran
    Matthew Baran Member Posts: 27
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    #4

    Amit,

    Thank you for your response. I understand this logic and I have built it. How do I assign it to a specific task, so that every task that is completed does not trigger the email?


    Matthew

  • Matthew Baran
    Matthew Baran Member Posts: 27
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    #5

    I have the automation and it is working, but it is sending an email for every single task that is complete. I only want to send the email for the specific task Client Debrief.

  • Marketing_86194
    Marketing_86194 Member Posts: 5
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    #6

    If the specific task has a specific task type called Client Debrief:

    Add an extra condition

    • Task type is Client Debrief

    If it doesnt, but always has the same title:

    Add an extra condition

    • Task title contains "Client Debrief"

    Dont recommend the latter one, as it makes your automations not very dynamic, but just to show the different options you have.

  • Matthew Baran
    Matthew Baran Member Posts: 27
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    #7

    Where do I find Task Type to add as a condition?


    Screenshot 2023-05-04 at 8.48.56 AM.png


  • Marketing_86194
    Marketing_86194 Member Posts: 5
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    #8

    You just look for type, not task type, that should make it pop up

  • Matthew Baran
    Matthew Baran Member Posts: 27
    First Anniversary 5 Up Votes 5 Likes First Comment
    #9

    Ok making baby steps. Got the type - but cannot find a way to define the parameter task name?

    There is no option to type in task type is named... As an the automation creates the task for the deal owner, is there a way that I can build a specific activity "task" that is Client Debrief" so it is an option in the activity type drop-down? Thank you for helping me as I fumble through this.


    Matthew

    Screenshot 2023-05-05 at 8.48.10 AM.png


  • Matthew Baran
    Matthew Baran Member Posts: 27
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    #10

    Here is what the "Task" appears as on the Client Record.


    Screenshot 2023-05-05 at 8.55.01 AM.png

    Is there a way to "define" this "Task" specifically as a "Client Debrief"?

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