The Customers App of Apptivo enables you to create tasks automatically with the assistance of triggers. Apptivo CRM software also allows you to create a task with the mapped fields. Mapped fields are those whose values are mapped with the fields in the Customer profile.
For Instance, you have mapped the customer # of a customer profile with the task's name. Then, when you create a task, the name will be preloaded with the customer # information. Click here to know more about this mapping functionality of the Customers App.
Steps to create tasks automatically with mapped fields
The Customers App of Apptivo CRM software allows you to configure two types of triggers.
- Let's walk through the steps to create tasks with mapped fields automatically using Event-Based Triggers.
- In the Customers App of Apptivo, select Settings from the App Header.
- Navigate to Customers → Triggers → Event Based Triggers. Select create to create a new trigger.
- In the Create Trigger page, add a name for the trigger. To keep it active, enable the toggle. In addition, select the event during which the trigger has to be activated. The event chosen here is when a customer is created.
- Determine the condition upon which the task has to be created. Here, the condition is to create a task when the Sales Rep is Caroline Forbes.
- Select Task → Create From Mapping from the Actions section.
- Once the mapping is selected, the trigger is configured.
- Select create to create a new trigger.
- Now, create a customer in the Customers App. The Sales Rep is Caroline Forbes.
- So, a task has to be created with the mapped fields.
- In the Tasks tab, you can see a new task is added. The name of the task is the Customer # as per the mapping configuration.
