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Automation Actions – Activity Actions

1. Feature Overview

Through this article, you’ll learn how to post/update an activity on activity through automation. You can follow up these actions with other automated workflows (creating tasks, distributing leads, sending emails, etc.)

For example, you can create an automation so that whenever a new activity is posted on a lead (for e.g., service ticket), another follow-up activity automatically gets posted and assigned to one of your users.

 

2. Prerequisites

 

3. Procedure

The Activity on Activity action can be created on any automation that is created using the following Activity triggers –

  • New Activity on Lead
  • Activity Update on Lead
  • New Activity on Activity

To automate the Activity on Activity action –

3.1 Create Automation

  1. Create an automation with any of the above-mentioned Activity triggers. To know how to create an automation, refer to How to Create a Lead Automation.
  2. On the configuration page, choose a Parent Activity and Select an Activity (a Child Activity). Once you’re done, click Save.

Note: The Parent Activity is the activity for which Activity Details Page (Add Activities/Tasks on Activities) has been enabled. The Child Activity (details view isn’t enabled) is the activity that is posted on the Parent Activity.

Automation

 

3.2 Add Activity Action

Through this action, you can add an activity to the Parent Activity.

  1. Click the Yes expand path icon under the automation, click Lead Actions, click Activity Actions, and then click Add Activity.
  2. On the Add Activity on Activity pop-up, select an Activity Type.
    Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
  3. Once you’re done, click Save.
  4. Publish the automation to make it live on your account.

Automation

 

3.3 Update Activity Action

Through this action, you can update the Child Activity.

  1. Click the Yes expand path icon under the automation, click Lead Actions, click Activity Actions, and then click Update Activity.
  2. On the Update Activity Fields pop-up, select an Activity Type.
    Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
  3. Once you’re done, click Save.
  4. Publish the automation to make it live on your account.

Automation

To add an activity directly to the lead, or to update an activity posted on a lead, see Activity Details Page (Add Activities/Tasks on Activities).

 

Any Questions?

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