Automations: Log Activity Action

This feature is only available on the Professional Tier

Log Activity is an available Action when creating an Automation. Selecting this option will automatically create and log a new Completed Activity when the associated Trigger is completed.

If you'd instead like to schedule a future activity, use the Schedule Activity Action.

Automating the Logging of an Activity Action

Open the Create New Automation window
After selecting the appropriate Trigger, select Log Activity from the Action drop-down menu

Choose the Activity Type you'd like to log from the Type drop-down menu

Use the Assignee field to set the Activity to be logged by either the user performing the trigger or a specific user every time
Enter both a Subject and Description for the Activity
- You can use Mentions to notify other users about the completed Activity

Once the Automation is configured, it will be visible to and activated for all users in your agency
- All users, regardless of permissions, will be able to log this Activity when they perform the associated Trigger.

Tip: Review these 10 Powerful Automation Examples to help optimize your workflow and improve efficiency.