Create Activity in Workflow not working

CMB

Hey, can anyone tell me why this final step of my Workflow wouldn't be working?

Basically, if a link is not clicked in a previous email sent, I want it to create an Activity with a Task within a deal.

This is how I've set up the final step - any help would be greatly appreciated :)

Nikolai Sokolov

I'd double check which link is set up in the condition and test with clicking those links with you being the recipient. It's not passing the condition so that will be it

Nikolai Sokolov

thats because you're creating a task with a status To Do, then checking the status of that task (which is definitely To Do). You might want to create a delay for a couple of days and then check the status. Because the status right after creation is To Do, yep :)

Nikolai Sokolov

you're checking for the condition right after creation. your manual marking as done happens after the condition. try putting in a delay before that condition of a day or smth

Amit Sarda (AmitSarda.xyz)

What's the trigger for this automation?

CMB

Hi @Amit Sarda (AmitSarda.xyz) , the trigger is Deal Created

CMB

@Nikolai Sokolov - could you also help me with this one?

Nikolai Sokolov

Hi @CMB. Is "triggered by anyone" selected? How are the deals created? Thru API or manually? Is the rest of the automation triggering? Is the execution log showing any runs?

CMB

Thanks @Nikolai Sokolov , I currently have it set as 'Triggered by selected users' while I'm testing. Deals are created manually. The rest of the automation is working fine, it's just this last step:

CMB

I've actually just set up another workflow which is stopping at this point so I'm obviously setting this last step up incorrectly so hopefully you can show me where.

Nikolai Sokolov

try changing the condition to "Email link has been clicked" to "is empty"

CMB

Thanks for the suggestion @Nikolai Sokolov, this worked 🙌 My next issue with this workflow is that, even when I mark the activity as Done, the workflow is saying it has passed the condition 'Activity is To Do' which is allowing the workflow to continue when, in reality, I want it to not progress if the Activity is marked as done.

Nikolai Sokolov

Hi @CMB i think I wrote this above, but here it is again: on the screenshot you're creating an activity, then immediately checking for the status. this will always pass, because the activity is created with a "to do" status.

Add a delay of several days before the condition to make sure there's time for manual update of the task.