Workflow Trigger in GoHighLevel – Task Added

Overview

The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications.

Trigger Name

Task Added

Trigger Description

This trigger activates whenever a new task is added to a contact’s record. You can apply filters to determine which tasks initiate the workflow, such as those assigned to a specific user or those containing certain keywords.

How to Configure

• Choose a Workflow Trigger: Select Task Added from the list of available triggers.
• Workflow Trigger Name: Enter a descriptive name for your trigger, such as “Task Added.”
• Filters: Use filters to refine when the trigger should activate. This allows you to specify which tasks should start the workflow based on the assigned user.

Example

You need to design a workflow that activates whenever a new task is created and assigned to a particular user. Once triggered, the workflow will automatically send an email notification to inform the user about the newly assigned task.

• Workflow Trigger Name: “New Task Assigned”
• Filters:
  • Assigned User: “John Doe” (Only trigger if the task is assigned to John Doe)

Workflow Steps:

1. Trigger: Task Added (as configured above)
2. Action: Send Email – Notify the assigned user about the new task.
3. Action: Update Task Status – Mark the task as “Notified.”