Trigger Contact Task

Trigger Contact Task

Create a task for a contact automatically when certain timing and contact conditions are met.

Use Cases

  • Create a "follow up on assessment" task on any contact that finished your ConveYour assessment.
  • Create a "Qualify them" task on any new contact who joins through your registration form
  • Create a "Reach out to help" task when a contact hasn't gotten very far through your training course.
  • Add a contact to a course or "campaign" when certain conditions are met.

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