Automated creation of Tasks when creating a Contact

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#1

Hello,

I use SuiteCrm for handling the clients of my company. It is a quite nice piece of software. Now I ran into a question I don’t know how to solve.
There are a lot of tasks connected with my contacts. What I need is to create the necessary Tasks automatically when creating a contact.
The 2 reasons are, they all need the same tasks and it is possible to forget one creating and second the all need the same naming and when there are more people working on the contacts, various names for the same task appear.
Is this possible to have an automation here?
Thanks in advance.

1 Like
#2

Wow, is that possible as of today?

#3

Workflow should allow you to create Tasks from the UI.

If you code, Logic hooks should be the way to go as they allow you more freedom.