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Workflow · Sales

Lead taken by phone → follow-up task

When Era takes a new enquiry on a call, you get a high-priority task to follow it up, linked to the person.

Use in EraAll templates
2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    Era took a new lead on a callVoice
  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 · Voice

    Era took a new lead on a call

    The flow starts the moment this happens in Voice — 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

  • Voice
  • Tasks

To run it

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

Similar templates

Start with Lead taken by phone → follow-up task

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

Use in Era