We’re excited to announce an automation feature in Hubly that expands your workflow possibilities. With our latest update, you can now use a "Task Completed" event as a trigger in our Zapier integration. This means that whenever a task is marked as complete in Hubly, you can set up automated actions across your tech stack—opening up unlimited options for streamlining your processes.
Below, we’ll cover common use cases for this feature, along with best practices and a step-by-step guide for setting it up.
Step 1. Choose The "Trigger Task"
Here are a few use-cases ideas for common completed tasks that can be used to trigger
When Task "Send Paperwork to Client" is Completed
In a "New Account Opening" workflow, completing this task can automatically send an email or a document signing link to your client.
When Task "Follow-Up Next Week" is Completed
Follow-up tasks are common across workflows. Use this completion event to trigger an email reminder for next week, schedule a follow-up calendar invite, or even set up a reminder in Slack or Microsoft Teams.
When Task "Email Meeting Request with Scheduling Link" is Completed
Instead of manually sending meeting links, you can set up this task to automatically email your client with a scheduling link (like Calendly), eliminating repetitive administrative work.
When Task "Send Follow-Up Email" is Completed
This task appears throughout Hubly workflows. Use it to trigger an automated follow-up email in workflows such as prospecting.
When Task "Introductory Call Scheduled" is Completed
Common in prospecting workflows, this task completion can trigger the creation of an opportunity in your CRM or update a spreadsheet to track pipeline volume.
Step 2. Setup a Filter Condition
To ensure the automation only triggers for a specific task, set up a filter condition in Zapier using "Filter by Zapier." For example, if you want to trigger an action based on the "Send Paperwork to Client" task, add this task name as a condition in Zapier. Learn more about using filters in Zapier here.
Step 3. Choose Action Event In Other Technology
After setting up the filter, choose the action you want to trigger in your other tools. For example, you might send a document template through your electronic signature platform, such as DocuSign or SignNow.
Other Common Best Practices Action Events:
Here are a few other useful action events you might consider:
Send an Email via Gmail:
Choose this action to automatically send a customized email based on the completed task trigger in Hubly.
Create PreciseFP Form Engagement:
Automatically initiate a form for a client in PreciseFP, saving time and streamlining client engagement.
Send a Slack Channel Message:
Notify a team member of task completion in your internal communication system.
Create Opportunity in CRM:
Track your pipeline by automatically creating an opportunity in your CRM when a specified task is completed.
Add or Update Client in Marketing Campaign
Add clients to specific marketing campaigns in Mailchimp or ActiveCampaign whenever a designated task is completed.
Add Client to "RMD Completed" Spreadsheet Row
Automatically add a client to a row in your RMD spreadsheet upon completion of the final task in your RMD workflow.
Update Client Status Across Systems When "Marked as Deceased" Task is completed
Automatically update a client's status to "deceased" across systems, such as in your CRM, when a task is completed in your deceased workflow in Hubly.
This new Task Completion Trigger opens up endless possibilities to enhance your workflows and automate manual tasks in Hubly. We hope these instructions help you get started with this powerful feature!