Task created reminder for flwup automatically after stage of lead is changed.

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • office
    Member
    • Jun 2025
    • 42

    #1

    Task created reminder for flwup automatically after stage of lead is changed.

    Can this be done in the workflow paid pack?

    Whenever the lead’s Status field changes, an EspoCRM Workflow (“after update” trigger) fires that creates a related Task titled “Follow-up – {lead.name}”, assigns it to the lead owner, and sets Date Due to now + 3 days. On the next status change, a second Workflow in the chain runs “Update Related Record → Task” with the filter Status ≠ Completed, automatically setting that same Task to Completed and stamping Date End with the current time. This two-step pattern ensures there is never more than one open reminder per lead—always due in 72 hours—and it disappears the instant the opportunity advances.

    Same task (not other associate with the lead) closed after stage is advance to next or another stage.
  • office
    Member
    • Jun 2025
    • 42

    #2
    The actual problem that i have is I cannot automatically assign from flow the task to the sales agent that already has the lead assigned, so even if the system user can see that the task is created, the sales agents cant see the task because its not assigned to him, and he doesnt have acces to all the tasks: Click image for larger version

Name:	image.png
Views:	0
Size:	175.4 KB
ID:	119551

    Comment

    Working...