The Task Completed workflow trigger enables automation of follow-up actions when tasks are marked complete, allowing workflows to initiate based on task completion events.
Named Task Completed, this trigger activates when a user completes an assigned task. It facilitates team notifications, contact follow-ups, or system status updates.
Assigned User (optional)
Business Niche (custom field filter)
Description (custom field filter)
Users should: select the trigger from available options, assign a descriptive name, apply optional filters for specific users or custom field values, and save settings.
The article demonstrates a scenario where completing a sales task by a specific user in a particular business niche automatically triggers a follow-up email to the contact.