Task automation

Once you install the Pipeline Manager from the Addons, you can use the Task actions in the automation:

Create New Task: Once the automation triggers, a task will be created, you can configure it when you double click on the action:

Note: Selecting the action's execution date/time checkbox, will schedule the task at the time when the action is executed in the automation.

Add to Task: Once the automation triggers, the contact will be added to a Task of your choice:

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