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Workflow · Sales

Lead assigned → task for the new owner

Whoever a lead is handed to gets a task to introduce themselves.

Use in EraAll templates
2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    A lead changed ownerSales
  2. 1Action
    Create a taskTasks
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Sales

    A lead changed owner

    The flow starts the moment this happens in Sales — nobody needs to press a button.

  2. 2

    Action · Tasks

    Create a task

    A task with its description is opened for someone on your team; it shows in the task list and notifications.

Apps it uses

  • Sales
  • Tasks

To run it

  • Modules switched on: Sales, Era
  • Picking it in Era and looking it over once

Similar templates

Start with Lead assigned → task for the new owner

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era