"Wait" for task completed in the workflow
J
Jonathan Lederer
Need to wait until a task is completed before the next step in the workflow. Very important with salespeople doing multi-email sequences. Need time to do calls and research.
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N
Nicholas Golden
Basic automation and you'll have to fly around different parts of the dash, contact, use tags and all that. Tags play a big part. I'm doing similar things with scraping contact info and taking action but only when something is qualified as a lead (via a contact to the lead)
Form fills in > Lead created
Task assigned: “Call this lead and take notes”
Wait until task = completed
THEN send follow-up email or survey
If task not completed in 24 hrs > fallback reminder or reassign
Ie
Name: Send follow-up email #2”
Assigned to: salesperson or team member
Due: X hours or days
Add Wait Step
Choose: Wait until...
Condition: Task status = Completed
You can use a dynamic selector: “Wait until task with [title] is marked completed”
M
Mohammad Touseef
Hey, i can help you with that. I can build a solution for this. Let me know if you're interested.
D
Davit Kikvadze
Great idea
A
Allan Simmons
This would be awesome, got my vote!
R
Rex Faelnar
Need this one badly.