We have a professional sales hub plan, and we need to create a task at the end of each day for contacts in a certain value.
Is there a way to do this through workflows?
the status should be checked at this certain time. because it might change during the day
Hi @AAdmin7,
No, this is unfortunately not possible with out Operations Hub Professional / Enterprise. I’m not aware of any reliable native workarounds. If integrations are an option, you could explore Zapier: Use HubSpot's integration with Zapier
Best regards!
Thanks Karsten, Then is it possible to complete or remove a task based on an updated field value?
@AAdmin7 no, not without custom code actions in Operations Hub Professional / Enterprise and the help of a developer.
@AAdmin7 if that works for you, that’s great. Keep in mind however that this is doing something else than what you originally described. You had asked for a workflow, that at the end of each day creates a task for each contact matching certain values.
The workflow working hours simply restrict the running of the workflow to certain times of the day. It will not check the matching values at the end of the day. It will check immediately, depending on the enrollment criteria, then wait until the end of the day before creating the task. It might seem like that’s the same thing but it’s not.
This setting in itself also does mean that this check is performed daily. It simply delays execution of actions of already enrolled records to the specified times.
Yes, you’re correct. That’s why I added an unenrollment goal so it will unenroll anything that we don’t want to create tasks for before that time. So it worked for my issue but will not work for all scenarios.
Hi @AAdmin7,
Good news, HubSpot has introduced task workflows!
Workflows
Task workflows
November 7, 2024
What is it?
Users can now create task-centered workflows.
Why does it matter?
Enhance task automation with greater flexibility and efficiency. Trigger automation directly from changes in tasks, like creation, status updates, or overdue notifications. Establish standard, automated processes for task management. For example, alert a sales manager when specific tasks complete or become overdue, or automatically create tasks in other project management tools when you start tasks in HubSpot.
How does it work?
To create a task workflow:
From the workflows tool homepage, click “Create workflow” and select “From scratch”
Choose the task object on the object select page
Choose the trigger based on task events or properties
Add actions as usual
Who gets it?
Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise
You can find this beta here:
You can now enroll tasks based on criteria of your liking and use the ‘Edit record’ workflow action to set a task status to completed:
If you want to make it easier for others to find this update, you can help them by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!
This is great news for us!
Hi @AAdmin7,
With a Professional Sales Hub plan, you can’t schedule workflows to run at specific times. However, you can set up workflows to create tasks based on contact criteria and use workflows to update or remove tasks when contact properties change. For exact timing, you might need to manually trigger this or use a third-party tool for scheduling.
Best regard!
