A sales activity is created
A sales activity is created fires whenever a new sales activity — such as a meeting, email, or note — is logged on an account record. Use this trigger to automate follow-up tasks, notify team members, or update downstream systems the moment activity is recorded.
This trigger captures all activity types by default. Add trigger conditions to filter by activity type or assigned user if you only want the workflow to run for specific activity events.
Trigger scope
This trigger operates at the account scope. Account and contact actions are available downstream.
How it works
- A team member logs a new sales activity on an account in the CRM.
- The automation evaluates any trigger conditions you've configured, such as activity type or salesperson.
- If all conditions are met, the workflow starts with the account and activity data in context.
- Downstream steps can use Add dynamic content to reference activity details and account fields.
Available data
Standard account fields and sales activity fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Activity type | The type of activity logged (meeting, email, note, etc.) |
| Activity date | The date and time the activity was recorded |
| Assigned user | The team member who logged the activity |
| Notes | Any notes attached to the activity record |
| Account name | The name of the associated account |