Today, Activity Templates are static and cannot trigger follow-up actions without building a full Workflow

Request: add a new automation trigger category called “Activity Template”

Trigger would allow selection from existing Activity Templates

Conditions should adapt to activity context (linked contact, status, category, assigned user, etc.)

Add a new Action Type: “Link Activity Template” from the Activity Template library

Include time-delay logic (immediate, X days/weeks later, business days)

Example use case: if Activity Template “Client Review – Completed” is selected, then automatically assign a follow-up Activity Template to the same linked contact one week later

This would reduce workflow complexity, prevent missed follow-ups, and better match how many firms actually operate in Redtail