On Task Created

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When it runs

• Web app: a user creates the task on the Task page.
• Import: tasks uploaded from a spreadsheet.
• Field app: a field worker creates the task.
• API: a task created through the API.
• Automation: a task created by another automation.
• Schedule: a task generated by a recurring schedule.

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Set it up

1. On Workflow › Automation, click New.
2. Name: for example “Create Delivery when Pickup is created”.
3. Event: On Task Created.
4. Task Type: the task type to watch, for example Pickup.
5. Automation Type: one of
   • Create Task
   • Create and Assign Task
   • Move Task
   • Assign Task
   • Update Task
   • Webhook
   • Notification
6. Optionally add Rules, fill in the Automation detail, and click Submit.
7. Make sure the automation’s Active switch is on, then create a task of that task type to test it.

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Use cases

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Task type matching

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Webhook payload

{
  "event": "on_task_created",
  "timestamp": "2024-01-15T10:30:00.000Z",
  "task": {
    "id": "task_id_123",
    "flow": "Delivery",
    "flowId": "flow_id_456",
    "invoice": "INV-2024-001",
    "name": "Budi Santoso",
    "phone": "+6281234567890",
    "address": "Jl. Sudirman No. 123, Jakarta",
    "deliveryCoordinate": "-6.2088,106.8456",
    "startTime": "2024-01-15T14:00:00.000Z",
    "endTime": "2024-01-15T16:00:00.000Z",
    "status": "unassigned",
    "priority": "normal",
    "paymentType": ["COD"],
    "customFields": {
      "notes": "Handle with care",
      "specialInstructions": "Call before delivery"
    }
  },
  "hub": { "id": "hub_id_789", "name": "Jakarta Hub" },
  "creator": { "id": "user_id_101", "name": "Operations Manager", "email": "[email protected]" },
  "createdFrom": "WEB"
}

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Troubleshooting

• Check that its Active switch is on.
• Check that the task’s task type matches the automation’s Task Type.
• Check that the rules don’t exclude the task.
• Open the log and look for failed runs.

• Optional fields that were left empty when the task was created are not sent. Handle missing keys in your endpoint.
• Tasks created through the API with minimal data carry only what was sent.

• Look for several active automations on the same task type.
• Make sure you chose On Task Created and not On Task Finished.
• Make your endpoint idempotent, using the task ID.

• An automation that creates a task of the same task type it watches triggers itself. The Create Task list doesn’t offer the trigger’s own task type, but two automations can still feed each other. Use different task types, or add rules that stop the chain.