Let's say you wish to send a follow-up email to all contacts who enter the "Lead" stage. To do this you need to:
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Choose "Field Value changes" as a trigger:
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Select the folder, click "Specify change" and choose the specific value:
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Once the trigger is added, click "Add action" and choose "Create task" action:
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Customize the new task: Give it a name, assignee, due date, priority etc:
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When choosing who you wish to assign a task to, you can add your teammates by clicking the plus sign (in this case task will be assigned to everyone):
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Or distribute among the team by round-robin algorithm (one by one):
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If necessary, choose the "Due date". If you select Set "Today". you can shift it for several days and make the due date in three days (or another option).
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Please note, task notification (if you have it set up) will be sent right after the task is created. But you can use "Wait for (time)" helper to delay a task creation:
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And here we go, our task automation is ready:
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