Editing Trigger an automation (section)

== Step-by-Step Instructions ==

There are three primary methods to trigger an automation when a task is marked as complete:

=== 1. With the “Task Completed” Automation Trigger ===
This method applies to both deal and contact tasks. Follow these steps:
1. Click on '''Automations''' to go to the Automations overview.
2. Click on '''Create an automation.'''
3. Select '''Start from Scratch.'''
4. Choose the '''Task is Completed''' trigger in the Select a Trigger modal.
5. Choose the type of tasks that will trigger the automation:
   - '''All completed tasks''' - This option will start the automation for any completed tasks in your ActiveCampaign account.
   - '''Segment completed tasks''' - This option allows you to specify particular tasks that will trigger the automation via a segment builder.
6. If you selected '''Segment completed tasks''', customize your segment by choosing the condition(s) using the following options:
   - '''Task outcome'''
   - '''Task relates to'''
   - '''Task title'''
   - '''Task type'''
7. Decide if the trigger will run once or multiple times—select accordingly.
8. Click '''Save.'''
9. Continue to build your automation with appropriate actions based on your desired outcome. When you are done, set your automation to '''active.'''

=== 2. With the "Add Task" Automation Action ===
This option is specifically for deal tasks:
1. Click on '''Automations''' to navigate to the Automations Overview page.
2. Click on '''Edit''' for the automation you wish to adjust.
3. Click the CRM option within the right Actions menu.
4. Drag the '''Add Task''' action to your desired position in the automation.
5. Fill out the '''Add Task''' modal with the necessary details, including:
   - Task title
   - Task description
   - Task type (e.g., Call, Email, Lunch, Meeting)
   - Assigned user (from the '''Assigned to''' dropdown)
   - Due date
   - The deal to which the task pertains
   - The pipeline the deal belongs to
   - Select the automation to trigger once the task is marked as complete using the '''Start''' dropdown, and choose the '''When''' option as '''Task is completed.'''
6. Click '''Save.'''

=== 3. From the Deal or Contact Record ===
You can also trigger an automation directly from a deal or contact record:
1. For a deal record:
   - Click on '''Deals''' and select the deal.
   - Click on '''Add a Task''' in the Tasks widget.
   - Fill out the required information in the '''Add a Task''' window, ensuring to check the '''Trigger an automation''' option and specifying the desired automation.
   - Complete your entries and click '''Add Task.'''
   
2. For a contact record:
   - Click on '''Contacts''' and select the contact.
   - Navigate to the Tasks section and click '''Add a Task.'''
   - Fill out the necessary fields in the '''Add a Task''' modal.
   - Ensure the '''Trigger an automation''' box is checked before clicking '''Add Task.'''