Automation Recipes

How Do I Create an Automation To Assign a Task Based on a Status Update?

This Event-based Automation will create and assign a Task to a team member after a Job or Contact enters a certain Status.


  1. Choose the "Event based" trigger type
  2. Select the "Job" or "Contact" trigger record
  3. Choose when the record type is "Created or Modified"
  4. Select +Add Condition
    1. If Status is "[Select appropriate status]"
  5. Check the box next to "Only if Status is modified"
  6. Check the radio for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Create Task" Action
  9. Create your Task and choose the assignees, then click "Save"
  10. Save the Automation when you are finished

    Automations Event - Recipe 02 Action


Keep the box next to "Maintain related contacts and jobs" checked to ensure the Task being created associates itself with the Triggering Record.


Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.