What’s new?
The Goal Event now supports Task Status as a goal type with support for both Task Created and Task Completed. This lets workflow builders pull a contact to a goal branch when a task tied to that contact is marked completed.
How it works
In the Goal Event action, select Task Status, then choose Task Created / Completed and add filters using the same filter options available in the Task based workflow trigger.
How to use it
- Add or edit a Goal Event action in a workflow.
- Select Task Status as the goal type.
- Choose Task Created / Completed, then apply any needed task filters.
Why we built it
Task lifecycle events were already available as workflow triggers, but not as goals. This closes that gap and helps builders route contacts based on real CRM task progress without extra workflow steps.
Simple example
A consulting account creates a CRM task from a form submission. When the assigned onboarding task is marked Task Completed, the contact is pulled to the goal branch and receives the next onboarding email.
Additional Notes
- Uses the Task Created / Completed event
- Users can filter tasks by Name or Assignee
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