Is there any way to use a Task as a prompt in an automation?
For example, a salesperson assigns a task to a contact to email in 4 months time, triggering that contact to be pulled from the deals pipeline and placed back in when it is 1 month until the task needs to be completed.
We have found a work-around using tags, and lists, but it would be nice if the salesperson did not have to use tags at all.
Hi there, Amy from ActiveCampaign’s Customer Experience Team. We’re just refreshing our forum page and I wanted to add some help here for anyone who comes across this page/question/post.
We have the option to trigger automations when a task is marked as completed, however not when a task is assigned. I would highly recommend that you share this idea here https://ideas.activecampaign.com as our developers are always looking to ways to improve the platform for our users.
You are using the best workaround by incorporating tags though I understand this isn’t the most efficient method for your workflow!
Any questions or additional ideas, thread them below!