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A sales task status is changed (legacy)

A sales task status is changed fires whenever the status of a legacy sales task is updated on an account. This trigger applies to tasks created in the legacy sales task system — not to CRM activities or newer task management features.

If your team is still using legacy sales tasks, use this trigger to automate notifications or follow-up actions when a task is marked complete, in progress, or changes to any other status.

Trigger scope

This trigger operates at the account scope. Account and contact actions are available downstream.

How it works​

  1. A legacy sales task on an account has its status updated.
  2. The automation evaluates any trigger conditions you've configured, such as filtering on the target status.
  3. If conditions are met, the workflow starts with the account in context.
  4. Downstream steps can use Add dynamic content to reference account fields.

Available data​

Standard account fields are available via Add dynamic content. Legacy task fields (task name, status, and due date) may be available depending on your account configuration.

Legacy trigger limitations

The Delay until event step does not support filtering by assignee or task name for this trigger. If your workflow uses a Delay until event step, those filter options will not apply — the step will wait for any matching task status change regardless of assignee or task name.

Tips​

  • If you are building new automations, consider using CRM activities and the A sales activity is created trigger instead of legacy tasks.
  • Use Condition steps downstream to branch logic based on task status if your workflow handles multiple status transitions.