A task being marked done in an Arrows plan can now trigger a Completion action!
Completion actions include the ability to update a select HubSpot property and/or create a HubSpot native task.
For example, you may want to know the date a specific task is marked complete. A completion action can set a timestamp to a date property in HubSpot once a select task is marked complete.
Or, you may want to create a HubSpot task to follow up on something internally once a customer completes a task in their plan. A completion action can create that HubSpot task on your behalf automatically!
This guide will walk you through setting up the feature and a few examples of how to use it
Completion actions are only available on Arrows business and enterprise tiers
Turning on completion actions
When editing any task, you’ll see the option to turn on the Completion actions.
Once on, you’ll se the options to…
- Set HubSpot property
- Create HubSpot task
Set HubSpot property
If you select the option to set a HubSpot property, you’ll be prompted to…
- select the HubSpot object type (Ticket in this example)
- select the property you want to set
- and, save your selection
Set HubSpot property example
One of the most common use cases is setting a date / timestamp for when a specific task is marked complete.
Example: we have a task for the customer to send their first plan. We want to know the date that task is marked complete so we can understand how long it takes for a customer to get to that point in the journey (we can then do a calculation in HubSpot for the time between the onboarding starting and that task being marked complete)
The property Date - first plan sent exists on our ticket record and it is a basic date property.
Once the property is selected on the Arrows setup - you are done!
We recognize this already as a date property and will put the date for when the task gets marked as complete into the property automatically.
Press save and you are set!
Create HubSpot task example
Creating a HubSpot task is a great way to create and manage internal tasks in HubSpot based on the progress your customer is making through their plan.
Example: in this case, we want to create a task for the plan coordinator to send uploaded files to the data migration team once the customer uploads them to the task in Arrows.
When setting up this action, you’ll see the options to…
- give the HubSpot task a title
- select the HubSpot task type (Todo, email, call, etc.)
- set the task priority
- assign the task (to the plan coordinator, task assignee if internal, or other internal team member)
- set the due-date for the task
- add a task description
- and, save the changes
View saved actions
As you add and save actions, you’ll see them appear under the settings of the task itself.
From here, you can edit or delete the existing actions!
