Create a sales task (legacy)

Create a sales task (legacy) creates a legacy-format sales task on the account in scope. This action is available on account-scoped triggers.

attention

This is a legacy action. New automations should use Create a CRM sales task for the company or Create a CRM sales task for the contact instead, which create tasks in the modern CRM task system.

How it works

1. The automation reaches the Create a sales task step with an account in scope
2. The step creates a legacy sales task using the configuration you provide
3. The task appears in the account's sales task list
4. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Sales, select Create a sales task (legacy)
3. Configure the task details as prompted

Outputs

This action produces no outputs available to downstream steps.

Related resources

• Actions overview — Browse all available actions
• Logic & flow control — If/else branches, delays, and jump steps
• Creating and configuring automations — Build and configure workflows