Add automation trigger based on COMPLETION, allowing delayed activity assignment as action
Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.
45
votes
Brian C. Beasley
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous
commented
Our office would greatly benefit from an automation trigger at the completion of an activity as well. We would like to set up a workflow to begin after the completion of a client meeting for any follow-up items that may need to take place.