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Tasks

What are Tasks?​

Tasks are the actions that are executed as part of a workflow. We currently support the following tasks:

  • Company Base Decision
  • Company Credit Decision
  • Company Person Decision
  • Export to Pipedrive
  • Send Approval Request
  • Update Lead Details

Company Base Decision​

See Company Base Decision for more information.

Company Credit Decision​

See Company Credit Decision for more information.

Company Person Decision​

See Company Person Decision for more information.

Export to Pipedrive​

Pipedrive export requires an activate Pipedrive integration. See Pipedrive setup for more information.

The fields that are exported to Pipedrive are:

  • Company Name
  • Company Address
  • Company Registration Number
  • Company Status
  • Company Base Decision
  • Person Name
  • Person Email
  • Person Phone Number
  • Person Role
  • Person LinkedIn Profile

If there is a need for other fields, please contact our support and we happily add them.

Send Approval Request​

The approval request task allows you to send an approval request to a person.

See Approval Request for more information.

Update Lead Details​

The update lead details task allows you to update the details from public sources, such as Bing and company websites.

This is suggested step for any workflow that is related to sales or marketing.