Auto create task when subscription is added

Question

When a client signs up for a coaching program, a sales rep will create a new subscription.

They then choose a Product Template which auto-fills the description with the same name.

When a new subscription is created, I would like a task to be automatically created and added to the contact/assigned to the owner of the record.

Is that possible?

Kayla Ebert · Accepted Answer

Hi Kayla Ebert , I don't have a Subscriptions module, but I took this screenshot of the element I would use to make this happen in a process definition for my stock Opportunities module: This screenshot shows a Process Definition Action configured to Add Related Record , and includes the Related Module dropdown set to Tasks , and the Assigned To field set to Record Owner . My expectation (without having fully tested it in this specific scenario) is that this will result in a new Task record related to the Opportunity that triggered the process, assigned to the same user who is assigned to the Opportunity. I hope this is helpful.