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A CRM sales task is created or modified for a contact

A CRM sales task is created or modified for a contact starts a workflow whenever a sales task is created — or an existing task is updated — on a contact record. Use this trigger to chain tasks together, notify assignees, or update contact records automatically as your sales process moves forward.

This trigger fires for both new tasks and edits to existing ones, so you can react to status changes, reassignments, or completion events.

Trigger scope

This trigger operates at the contact scope. Contact, company, and account actions are available downstream.

How it works​

  1. A sales task is created on a contact, or an existing task on a contact is updated — whether by a user or another automation.
  2. The automation evaluates any trigger conditions you've configured (for example, filtering on task status or task name).
  3. If all conditions are met, the workflow starts with the contact, their associated company, and the account in context.
  4. Downstream steps can use Add dynamic content to reference task details, contact fields, and company fields.

Available data​

All standard contact, company, and account fields are available downstream via Add dynamic content. This includes fields such as contact name, email, phone, assigned salesperson, company name, and account tags.

info

Sales task fields (such as task name, status, due date, and assignee) are available as dynamic data in steps that follow this trigger.