move to next stage once tasks have been completed

[cactusti]

I need a workflow so that when a stage deal is changed, 2 tasks are created and that when those 2 tasks have are completed, the stage is changed to the next one. I've been trying for 3 days and I can't, could someone help me?

[Humashankar · Accepted solution]

Hi @cactusti 

To automate the stage progression based on task completion

Start by understanding the goal trigger, a stage change, such as from "Proposal Sent" to "Proposal Accepted". The desired actions are to create two tasks associated with the deal and automatically move the deal to the next stage, like "Contract Sent", once both tasks are completed.

To configure this workflow, navigate to Automations > Workflows section. 

Create Workflow and choose Deal as the object, with the trigger being Stage Changed. Set the From Stage to "Proposal Sent" or your desired starting stage.

• Afterwards, add two actions- Action 1 involves creating two tasks with specified titles, assignees, due dates, and descriptions. Action 2 uses an If/Else condition to check if both tasks are completed. If true, it updates the deal stage to "Contract Sent" or your desired next stage.
• Lastly, activate the workflow once you've configured it to automate the deal stage progression.

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

[BérangèreL]

Hi @cactusti and welcome! 🎉
We are thrilled to have you here!

Great question, thanks for asking the Community!

I have found for you similar threads that might help you:

- The example of workflow from @SDay29 on this post "Automate movement to a deal stage based upon task completion"
- The solutions from @DPassman and @karstenkoehler on this post "Automation when a task is completed"
- The solutions from @ConnorSlivensky and @karstenkoehler on this post "Workflows can create tasks, any way to complete them?"

I also wanted to invite a couple of subject matter experts to this conversation: Hi @00000, @Humashankar and @LouiseHare do you have additional tips to share with @cactusti, please?

Thank you so much!

Have a lovely day and weekend!

Warm regards,
Bérangère