Trigger: Record Completed

The Record Completed trigger (record.completed) fires a workflow when a record from your CRM, Projects, or Boards modules — a task, a deal, a board item — is marked as completed or "done". It's handy for automating the next step of a process the moment a stage closes: notifying the team, triggering a survey, or creating the next record in a sequence.

When it fires

It fires when the record's status flips to completed, whether the change was made by a user in the UI or by an integration through the API.

Requirements

• The relevant module (Boards, CRM, or Projects) active with at least one record.

Trigger configuration

• Record type: leave blank to catch any type (deal, task, item...) or set one to narrow the trigger.

Available variables

• $record.object_type — Record type (contact, deal, task, item…)
• $record.object_id — Record ID
• $record.workspace_id — Record's workspace

Example

A workflow triggered by record.completed with Record type = task: when a customer-onboarding task is completed, the workflow posts a message to the "Onboarding" Team Space letting the team know that customer finished the process.

Tips

• Pair it with record.stage_changed if your process has several stages before reaching "completed" and you need to react at each one.
• For CRM deals, consider the semantic "Deal Won" trigger (deal.won) instead — it's more specific than this generic one.

Troubleshooting

If the workflow doesn't fire when you manually mark an item as done on a Board, confirm the column you used actually represents the item's "completed" status, not just a visual label.