How to create an Activity automatically when an Open Activity has been marked Complete? Follow

You will require basic knowledge of workflow management before going further.

This Article helps you in creating a "New Activity" using workflow management, whenever an activity under your sales flow has been marked as Completed.

Your sales cycle requires a particular set of activities to be carried in specific order to close a deal. So you need to set-up a flow whereas new activity should only get created if previous was was finished. 

Use Case:

Schedule a "Call" with contact whenever a deal is created. Once "Call" is done, we need to send a followup email after two days, and after that email, we should again have a call in next three days.

The above case can be achieved by following below mentioned steps -

• Navigate to Profile Icon from top right corner.
• Click on the Setup Section
• Head over to the Sales Automation section
• Click on Workflow Management

• Click on + New Rule

 

• Workflow 1

• Workflow 2

• Workflow 3

 

Workflow 1:

1. Basic Information

Module: Deal

Rule Name: Schedule a call when a deal is created  ( You can provide any rule name, which helps you to understand flow)

Rule Description: (Any description, which helps you to understand your flow afterward) 

Click Next

2. Executes On

Action: Creation

Executes the Workflow Rule when a record is created in the above-selected Module

3. Rule Criteria

Place any conditions in case if you want to execute such workflow for the deal's in particular pipeline or deal which have deal-value more then $2000.

Click Next

4. Actions

Assign Activity

Type: Call

Title: 1st Call

Due date: WFRule Trigger Date plus 0  ( So the "Call" type of activity will be due today itself )

Tags: first-call  ( this will help you to set up further steps, you can have any tag over here )

Please add teammates, participants, and activity description as per your requirement.

Workflow 2:

1. Basic Details

Module: Activity

Rule Name: Remind me for sending an email on the 2nd day after my call 

Rule Description: (Any description, which helps you to understand your flow afterward) 

2. Executes On

Action: Field Update

Field: Completed From: No, To: Yes

3. Rule Criteria

Tags equal to "first-call" ( Note: We added first-call as "Tag" in our previous workflow)

4. Actions

Assign Activity

Type: Email

Title: Send 1st followup email after Call

Due date: WFRule Trigger Date plus 2  ( So the "Email" type of activity will be due in two days)

Tags: first-email  ( this will help you to set-up further steps, you can have any tag over here )

Please add teammates, participants and activity description as per your requirement.

Workflow 3:

1. Basic Details

Module: Activity

Rule Name: Remind me for 2nd call

Rule Description: (Any description, which helps you to understand your flow afterward) 

2. Executes On

Action: Field Update

Field: Completed From: No, To: Yes

3. Rule Criteria

Tags equal to "first-email" ( Note: We added first-email as Tag in our previous workflow )

4. Actions

Assign Activity

Type: Call

Title: 2nd follow-up call

Due date: WFRule Trigger Date plus 3  ( So the "Call" type of activity will be due in three days )

Tags: second-call  ( this will help you to set-up further steps, you can have any tag over here )

Please add teammates, participants and activity description as per your requirement.

You are all set, sit back and enjoy the automation which would surely save your time from repeated follow-up creations and manual labor.