Automation Recipes
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      How Do I Create an Automation To Notify a Sales Rep of a New Lead?

      This Event-based Automation will assign a Task to the Sales Rep of a newly added Contact.

      Recipe:

      1. Choose the "Event based" trigger type
      2. Select the "Contact" trigger record
      3. Choose when the record type is "Created"
      4. Select +Add Condition
        1. If Status is "Lead" (Status names may vary depending on your Workflow)  
      5. Check the radial button for "Require all conditions to be true"
      6. Select +Add Action
      7. Choose the "Create Task" Action
      8. Create your Task and choose the assignees, then click "Save"
      9. Save the Automation when you are finished

        Settings JobNimbus 2023-11-20 at 2.16.14 PM

        Settings JobNimbus 2023-11-20 at 2.20.38 PM

      Tips:

      • If you only want new Contacts belonging to certain Workflows to trigger this Automation, add another Condition for "Type".
      • The way this example is set up, a Task will be created any time a new Contact is created in the Status of "Lead", no matter what Workflow that Status belongs to.