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.
Hi @Mikel_Cvetanovic Thank you for reaching out! This workflow can be created using Zapier or Make. The automation will trigger when an invoice is paid. Then you can create an action step where a task is assigned to you, and the client who paid the invoice is the viewer of the task. You can use information from the Invoice for the description of the tasks as well. Please let me know if you have any other questions. I am always here to help! 
hello i need help with setting up the Task for clients . I would like to automate it so i dont have to manually assign each task to a client one by one . I would like to set up a template of a task list and have that automated for when the clients sign up. please help this has been very diffcult. Thank you
Hi @keysha_lynn Thank you for reaching out! This workflow can be set up using our built-in Automations.
To do this, go to the Automations page located on the top left of your dashboard. From there, click Create workflow and select Start from scratch.
For the trigger, choose “Contact logs in for the first time.”
For the action, select Create a task, then choose the task template you would like to use and assign the task to the appropriate team member.
Please let me know if you have any questions while setting this up. Always happy to help!