A CRM sales task is created or modified for a company
The A CRM sales task is created or modified for a company trigger starts an automation whenever a sales task is created on a company record or an existing task on that record is updated. Use this trigger to keep your team informed and your workflows moving whenever task activity occurs on a company.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- A sales task is created on a company record, or an existing task on that record is modified (for example, its status, due date, or assignee changes).
- The company and its associated account are brought into scope.
- The task data — including title, due date, status, and assignee — becomes available as dynamic content.
- Downstream steps execute using the company, account, and task context.
Available data
| Output | Description |
|---|---|
| Task title | The name or subject of the sales task |
| Task status | The current status of the task (e.g., Open, Completed) |
| Due date | The date the task is due |
| Assignee | The user the task is assigned to |
| Task notes | Any notes or description on the task |
| Associated company | Name, ID, and standard fields of the company the task is linked to |
Standard company and account fields are also available to downstream steps via Add dynamic content.