Who This Is For / When to Use
Use this trigger when you want automation to respond to task assignment activity, such as:
Notifying users when tasks are assigned
Adding contacts to workflows when tasks are created
Running automation based on which user a task is assigned to
Tracking internal task-based follow-ups
What the Task Added Trigger Does
When a new task is created and associated with a contact:
The contact is added to any workflow using the Task Added trigger
Filters determine which tasks and which users qualify
Important
The trigger fires once per task created
Editing an existing task does not retrigger the workflow
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow, or open an existing workflow to edit.
Step 2: Add the Task Added Trigger
In the workflow canvas, click Add New Trigger.
In the trigger selector:
Search for Task
Select Task Added under the Contact section
Step 3: Configure the Trigger
Confirm Trigger Type
Ensure Task Added is selected under Choose a Workflow Trigger.
Rename the Trigger (Optional)
Update the Workflow Trigger Name if needed.
This name is internal only and does not affect trigger behavior.
Step 4: Add Filters (Optional)
Filters control which task events are allowed to trigger the workflow.
Assigned User Filter
Assigned User
Triggers the workflow only when tasks are assigned to selected users
Custom Field Filters
Filter based on contact custom fields
Custom fields must already exist in Settings > Custom Fields
Click Save Trigger.
Step 5: Add Workflow Actions
After the trigger, you may add any workflow actions, including:
Send email or internal notification
Add or remove tags
Update contact fields
Assign follow-up tasks
Enroll the contact in another workflow
You may also leave the workflow without actions if the trigger is used only for tracking or reporting.
Step 6: Save, Test, and Publish
Click Save in the top-right corner.
Use Test Workflow to confirm trigger behavior.
Toggle Publish to activate the workflow.
Common Issues and Fixes
Workflow does not trigger
Confirm a new task was created (not edited)
Ensure the workflow is Published
Check Assigned User and custom field filters
Workflow triggers unexpectedly
Narrow filters to specific users or contact criteria
Workflow triggers multiple times
This is expected if multiple tasks are created
Each task creation triggers the workflow once
Use Cases
Task Assignment Notification
Scenario: Notify users when a task is assigned to them.
Outcome:
Sends an email or in-app notification to the assigned user
Add Contact to Workflow Based on Task
Scenario: A task is assigned to a user related to a lead.
Outcome:
The contact is enrolled into a follow-up workflow
Filter Automation by Assigned User
Scenario: Only tasks assigned to specific users should trigger workflows.
Outcome:
Ensures automation runs only for the intended team members
Frequently Asked Questions
What does the Task Added trigger do?
It starts a workflow whenever a new task is created and associated with a contact.
Does editing a task retrigger the workflow?
No. Only newly created tasks trigger the workflow.
Can one contact trigger this multiple times?
Yes. Each new task added to the contact triggers the workflow.
Can I rename the trigger?
Yes. The name is internal only and does not affect functionality.
Can I filter by assigned user?
Yes. Use the Assigned User filter.
How do I test this trigger?
Use Test Workflow before publishing to confirm behavior.