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The Activity Completed trigger activates the flow when a specific activity is marked as completed.

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How to Configure Activity Completed Trigger

While creating the Trigger Based Flows select Activity Completed Trigger. mceclip0.png Once selected, you would then need to configure the block.As you click on the block, a pop will open to add following details.
  • Name: Provide a clear and descriptive name for the trigger to easily identify its purpose.
  • Description: Enter a brief explanation of what the trigger does and its role in the flow.
  • Type: Specify the type of activity (e.g., meeting, call, task) that will activate the trigger upon completion.
  • Owner: Select the owner of the activity or the person responsible for the follow-up actions.
  • Outcome: Define the desired outcome or result that will trigger the flow. Once done, hit on Save.
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Practical Example

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Setup next followup Whenever a salesperson tries to followup a customer and hits voicemail or busy status, then completing that activity will auto-create a new followup activity for the next day so that a lead doesn’t fall through the crack.

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Auto update/move deal stage Suppose you have got a new deal and you need to verify the lead’s submitted data and their requirement. As soon as you complete the first follow-up activity with the status connected, the deal’s stage is auto-updated from New to Qualified.