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Create a sales task (legacy)

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

attention

For new automations, use Create a CRM sales task for the company or Create a CRM sales task for the contact. They create tasks in the 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 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.