What’s new?

You can now use the 'Add Task' workflow action to create contactless tasks. Previously, this action required a contact to pass through the workflow; otherwise the step was skipped. Contactless tasks support assignee, due date, priority, and notes - just like contact-attached tasks.

How it works

When the 'Add Task' step runs, it will create a standalone task if no contact is present at runtime. If a contact exists, the task will attach to that contact as usual. All task fields (assignee, due date, priority, description) are honored in both cases.

How to use it

• In your workflow, add an action for 'Add Task' and set assignee, due date, and priority.

• Run the workflow from a non-contact trigger (Eg. Inbound Webhook) to create a contactless task.

• Save and publish.

Why we built it

Agencies often need internal to-dos that aren’t tied to a person - ops checklists, billing follow-ups, content deadlines. This removes the “must have a contact” blocker so workflows can automate those tasks too.

Preview