How to Automatically Create a Deal Activity Log Through Inbox Automation in Taskip

This automation allows you to track conversations, updates, or events related to a specific deal inside your sales pipeline without manual logging.

Step 1: Open the Workflow Panel

1. Go to Workflow from the left sidebar.
2. Click + Create Workflow in the top-right corner.

workflow automation

Step 2: Set the Trigger

1. Enter a Workflow Name (e.g., Log Contact Form Emails).
2. Under the Inbox tab, choose New Message Received as the trigger.

Step 3: Set the Condition

1. In the IF section:
   • Choose Subject
   • Use the rule Contain
   • Enter the phrase to filter emails (e.g., [Contact Form])

This means the workflow will run only when the subject includes this phrase.

Step 4: Add a Deal Activity Log Action

1. In the THEN section, choose Deal Activity Log.
2. Complete the following required fields:
   • Select Pipeline: Choose the sales pipeline where the deal exists (e.g., Customization onboarding pipeline)
   • Select Stage: Choose the stage (e.g., Qualification)
   • Select Deal: Choose the specific deal (e.g., Custom SaaS Project Development)
   • Select Log Activity: Choose a log type such as Log an Email, Call, Meeting, etc.
   • Log Description: Enter the content to log. You can insert dynamic fields like {{email_content}} if supported.

This will automatically record the defined content inside the selected deal’s timeline.

Step 5: Save and Activate the Workflow

1. Click Create Workflow to save it.
2. Make sure it appears as Active in your workflow list.

Now, every time a matching email arrives, Taskip will add a new activity log entry to the chosen deal automatically.

Example Setup

Workflow Name: Log Contact Form to Deal
Trigger: New Message Received
Condition: Subject contains [Contact Form]
Action:

• Pipeline: Customization onboarding pipeline
• Stage: Qualification
• Deal: Custom SaaS Project Development
• Activity Type: Log an Email
• Log Message: Email content