Activity Completed Follow

The Activity Completed trigger activates the flow when a specific activity is marked as completed.

Topics Covered:

• How to Configure Activity Completed Trigger
• Practical Example

How to Configure Activity Completed Trigger

• While creating the Trigger Based Flows select Activity Completed Trigger.

• Once selected, you would then need to configure the block.
• As you click on the block, a pop will open to add following details.
  • Name: Provide a clear and descriptive name for the trigger to easily identify its purpose.
  • Description: Enter a brief explanation of what the trigger does and its role in the flow.
  • Type: Specify the type of activity (e.g., meeting, call, task) that will activate the trigger upon completion.
  • Owner: Select the owner of the activity or the person responsible for the follow-up actions.
  • Outcome: Define the desired outcome or result that will trigger the flow. 
• Once done, hit on Save.

Practical Example

Setup next followup

• Whenever a salesperson tries to followup a customer and hits voicemail or busy status, then completing that activity will auto-create a new followup activity for the next day so that a lead doesn't fall through the crack.

Auto update/move deal stage

• Suppose you have got a new deal and you need to verify the lead's submitted data and their requirement. As soon as you complete the first follow-up activity with the status connected, the deal's stage is auto-updated from New to Qualified.