We have a flow that creates a task when a form submission comes into a lead/contact and that lead/contact gets routed to a BDR, the task is then assigned to the BDR that the record was routed to. I have an ask to update that same task with a Stage field that would mimic that of the lead/contact record and if the stage is disqualified, then to include the disqualified reason field on the task as well. I can't get a formula fields or lead/contact flows to play nicely between objects and a task flow only would be triggered if the task is updated but that's not the case here, we would update the lead to disqualified which would not prompt a task flow to fire off. Any suggestions?
@Austin Magill You would need to create a record triggered flow on the lead/contact object.
Get records elements to get the related task and then a decision to check if the lead/contact is Disqualified, and then an Update record elemtent to update that task (from Get records)
