Question

Task Automation - Opportunity is Created [Only in Pipeline]

  • 5 December 2023
  • 0 replies
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Is there a way to make a list of task automations when an opportunity is created, but ONLY in a certain pipeline?

Here’s why I need this.

I have several pipelines and other automations built for opportunities to be created in these pipelines when certain triggers happen. But every time one of these automations is triggered, it creates my original list of task automations that aren’t relevant any longer to the opportunities that are now being created. 

The solutions of creating workflow automation instead of a task automation isn’t a good one because I need notes and directions in the tasks for others to know what to do.

Any help appreciated.

 


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