What does this HighLevel automation do?
When a Taskade task is completed, a note is added to the matching HighLevel contact.
What can you do with it?
- Show delivery progress on the contact
- Keep a history of work per client
- Answer status questions from the CRM
The Steps
This automation runs in 3 steps:
- When Taskade: Task Completed
- Then HighLevel: Find Contact
- Then HighLevel: Add Note to Contact
Who is this automation for?
Built for service teams that report work to clients. When a Taskade task is completed, a note is added to the matching HighLevel contact.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Task Completed" from Taskade.
- Add the action "Find Contact" from HighLevel.
- Add the action "Add Note to Contact" from HighLevel.
- Connect your HighLevel account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.