Frequently used automations

Create a task and an email notification for another user

  • Create a new visual workflow

  • Choose trigger

  • Add filter/s is needed (Please check What is the difference between Trigger and Filter)

  • Add action "Create sales task" and assign the task to the user. Better if you add a recommendation note to describe what the task is for.

  • Add action "Send notification to user" and select user. Better if you create a custom notification so the user will easily understand what the notification if for.