How do I create a product when purchased by a client will automatically assign predefined tasks to the client and an internal team member. For example, when I sell a Google Business Profile package, I would like a task to be assigned to me to send link to client that will provide me permission to manage their GPB. I will be onboarding potentially hundreds of clients and there will be several tasks that need to be completed by me and client upon purchase of product and I don’t want to manually create these tasks for each client. I want them to automatically be created and assigned to me so they show in my open tasks and to client so they show in their portal.
I want to do this:
- When a client purchases a product,
- Assembly automatically creates all onboarding tasks,
- Tasks automatically assign to me and to the client,
- Tasks automatically appear in my internal task list and in the client’s portal,
- And I never repeat this manually—even if I onboard hundreds of clients.
