Connecting Tasks with Static or active lists

I would like to know if anyone can give me a reliable answer to the question whether it is possible to link a task to the list object (active or static)? Unfortunately I have not found anything about this. Many thanks in advance!

What’s the use case for this? Would help to understand the context in order to help.

As a list isn’t considered an object the question itself is a bit tricky, but if it’s something like you want to create a list of contacts that a salesperson needs to contact, based on their tasks, that’s possible.

Understandable! Let me draw you a picture: let’s say I want to monitor the trade fair participation of 100 organisations. I have an agent in my hubspot using web-scraping to give me this information completely automated (it’s basically implemented as a User). I connect the agent (which is a user) on that task and combine it with the organisation and it works. But I dont want to do that again and again, so I create an active list caontaining these 100 companies and connect it to this one task.
Does that help?
Ps.: I understood lists as a kind of index pointing to a bunch of objects so it would be logical to me to use it that way.

Ah I got it entirely backwards.

The way I’d approach this is to create a workflow with the List Membership as the enrolment trigger, and create tasks assigned to the Agent user.

You could also use the import tool to import tasks, assign them to the Agent user and associate using Company ID.

Both of these are a bit of a workaround rather than a direct solution, but should be easy enough to implement.
Let me know if either of these work for you! I’ll be monitoring to see if there’s a different solution :slightly_smiling_face:

Thank you very much. I had high hopes of not having to work myself into the workflow-topic but I guess it’s unavoidable. Probably a very powerful feature so it’s okay. I’ll try the second approach with n8n as well I guess.

Hi Scott,
impressive signature you got there! :grinning_face_with_smiling_eyes:
I finally had the time to try out the solution you provided and stepped into a (hopefully last) problem doing so:
I set the list membership as trigger using company-trigger>list membership. next step is the automated creationg of a Task which was very convenient so far but I miss the part where I can connect this task to a contact. When I create a task manually I can easily connect it to a certain data-object like contacts and then choose the right agent (our agents are contacts, not users).
Unfortunately this is not possible in the workflow engine :man_shrugging:t2:
Any suggestions?
Edit: it’s only possible to connect it to the primary company contact or (idk why) all contacts?!

Hey @RLöser

Yes that sort of functionality not quite possible, but THIS BETA… would probably solve the problem!

Search for “New Workflow Actions for Associations” in Product Updates under “In Beta” :slightly_smiling_face: