By setting up a conditional action, it's possible to automatically create a new activity immediately after completing a previous one. This makes it possible to automate processes seamlessly.
💡 This feature is especially useful if you're already using automation to create activities with static names. These names serve as a basis for the conditional action to recognize completed activities and automatically create the next one.
Step-by-step setup below ⬇️
Setting up a Conditional Action
First, select a trigger. In our example, the trigger is a change in activity.
Next, specify the condition – the activity status, namely Done. That means when we successfully complete the activity, its status changes in the system, which in turn triggers the creation of a new activity.
Also, specify an activity title, upon completion of which the automation chain will be triggered.
💡 Both of these conditions must be met simultaneously.
That means the conditional action will not be triggered if you mark an activity with the title "Update currency rates" as Canceled. Similarly, it will not work if you mark the activity "Currency rate update" as Done.
Then, assign the action Create – Activity.
Next, fill out the basic fields of the activity creation form with the necessary values.
You can also add additional fields if you want the activity to contain other important parameters or information.
☝🏻 Important!
To ensure that the new activity is linked to a deal, or to the contacts or companies associated with that deal, you must specify this during setup.
That is, add the Deal, Contacts, and Companies fields, and populate them using modifiers.
Once everything is set up, click Create conditional action.
Result
Confirm the completion of your previous activity.
Immediately afterward, you’ll see a new scheduled activity appear in the deal’s card.
Done ✅
If you have additional questions or you need to contact the support, send a request to this email [email protected]
Created: June 19, 2025