Create an email notification when a Task is due

My team is very Outlook-centric. I’m wondering how to have the Tasks in Infusionsoft generate an email notification to the responsible user a) when the Task is assigned, and b) when the same Task is due. Is this possible?

Yes, 100% possible. Check this out:


Great addition with the Edit Record merge field, @Greg_Jenkins :slight_smile:


Well thanks for noticing Cheryl! :sunglasses:

:face_with_monocle: lol

Thanks, Greg!

Thanks Greg. But what if I want to send the notification always to the Owner. I don’t see this option. I can only sent it to a given e-mail address, but what if we have 5 sales reps?

Hi Gellert, I actually cover that at 1:45 in the video above: Loom | Free Screen & Video Recording Software | Loom

You just need to select “Other” in the To: field on the email, and then use the Owner.Email merge field.