My team (who does not have Hubspot seat) often sends documents via email. How can I create a workflow that will assign me a task once an email is logged, and the document is in the attachment.
Hi @BColeman8,
Could you share a bit more context here?
How exactly are the emails sent, from HubSpot, from a connected team email address, from a personal inbox, using the BCC address, using a sales extension? To whom are these emails sent, are the recipients contacts in the HubSpot CRM?
Generally, tasks can’t have attachments. Tasks will be associated to records and records can have attachments.
A workflow that creates a task could be set up as follows:
- Enroll contact when filter criteria is met
- Add criteria
- Change ‘Filtering on’ dropdown from ‘Contact (Current Object)’ to ‘Email’
- ‘Attached file IDs is known’
- Use ‘Create task’ workflow action
Keep in mind that re-enrollment based on this filter is not possible. If you need re-enrollment, you would have to create a segment with the same filter criteria (plus: ‘Activity date is today’) and re-enroll based on membership in this segment. Keep in mind that such a workflow can’t re-enroll multiple times per day, only once per day.
Best regards!