Who This Is For / When to Use
Use this trigger if you want automations to run after a task is completed, such as sending follow-ups, updating contact records, or notifying internal teams.
What the Completed Task Trigger Does
The Completed Task trigger fires when a task linked to a contact changes its status to Completed.
When the trigger fires:
The associated contact is enrolled into the workflow
Filters determine whether the workflow continues or exits
This trigger can run multiple times for the same contact if multiple tasks are completed and meet the filter criteria.
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow or open an existing workflow.
Step 2: Add the Completed Task Trigger
In the workflow builder, click Add New Trigger.
Search for and select Task Completed from the trigger list.
(Optional) Update the Workflow Trigger Name.
Step 3: Configure Trigger Filters
Filters control which completed tasks cause the workflow to run.
Supported Filters
Assigned User
Use this filter to trigger the workflow only when the task is completed by a specific user.
Contact Custom Fields
Use contact-level custom fields to further restrict workflow enrollment.
Examples:
Business Niche
Lead Type
Any custom field created in the account
You may use one or both filters together. If no filters are added, every completed task will trigger the workflow.
Step 4: Add Workflow Actions
After the trigger fires, add one or more actions, such as:
Send an email or message
Update a contact field
Add or remove contact tags
Create tasks or internal notifications
The Completed Task trigger supports all standard workflow actions.
Step 5: Save, Publish, and Test
Click Save in the top-right corner.
Toggle the workflow to Publish when ready.
Complete a task that matches your filter criteria to confirm enrollment.
Example Use Case
Scenario
A sales manager wants to send a follow-up email whenever a sales task is completed by a specific user.
Trigger Configuration
Trigger: Task Completed
Trigger Name: Sales Task Completed
Assigned User: John Doe
Contact Custom Field: Business Niche = Real Estate
Result
When John Doe completes a task for a Real Estate contact, the workflow runs automatically and sends a follow-up email or updates the contact record.
Common Issues and Fixes
The workflow does not trigger
Confirm the task is marked Completed, not just updated.
Ensure the workflow is Published.
Temporarily remove filters to confirm the trigger fires.
The trigger fires for too many tasks
Add an Assigned User filter.
Use Contact Custom Field filters to narrow enrollment.
Limitations
Multi-step If/Else logic is not supported directly on this trigger.
Filters are limited to Assigned User and Contact Custom Fields.
The trigger applies globally and cannot be limited to specific task types or departments.
FAQs
What actions can run after a task is completed?
Any supported workflow action, including emails, record updates, tags, and notifications.
Can this trigger run multiple times for the same contact?
Yes. Each completed task that meets the filter criteria can enroll the contact again.
Can I limit the trigger to a specific task type?
No. The Completed Task trigger runs at a global level for all tasks.
How do I test this trigger?
Complete a task that matches your filters and confirm the contact is enrolled in the workflow.