Trigger workflow task automation after changing the status on contact record

Hi @FGuluzade,

Sure, contact-based workflows can be triggered by many actions on the contact object. This could be the change of a value in a property in the left sidebar, the logging of a note or a call or a meeting etc.

The easiest option is likely the changing of a property value in the left sidebar or on the contact index page.

You can trigger a workflow based on that value change by enrolling contacts based on ‘Set up triggers’ > ‘When filter criteria is met’ > ‘Contact properties’. Under contact properties, you’ll find all contact fields and can then specify which value change should trigger the workflow and thus the task creation.

If you’re unsure, share a screenshot of what you’d like the sales persons to change and I can further assist in what exactly the enrollment criteria of the workflow should be.

If I misunderstood your query, could you please give a detailed example and also share a screenshot?

Best regards!