Customizing Quicktasks with Smart Actions

The default Quicktask settings offer only basic configurations. To utilize specific modes or profiles based on the store type, you'll need to implement a Smart Action.

In this example, we will show you how to create a Smart Action to use a specific profile group for Shopify tasks and create both Fast and Safe mode tasks.

Goal:

WHEN Quicktask is triggered AND IF store type equals "Shopify" THEN create tasks AND start tasks.

Example Smart Action Setup:

  • Trigger: Quicktask

  • Filters:

    • Variable: Store Type
    • Operator: Equals
    • Input: Shopify
  • Actions:

    • Create Tasks with mode Fast
    • Create Tasks with mode Safe
    • Start Tasks "Tasks"
    • Start Tasks "Tasks (1)"

When combined, this setup will automate task creation and starting based on the store type, allowing for more precise task management.

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This Smart Action will trigger when the Quicktask store type is for Shopify and will create and start 2 sets of tasks with all the profiles from the "Shopify" profile group, one with Fast mode and the other with Safe mode.

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