Trigger – Note Added

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

Overview

The “Note Added” trigger is used to initiate specific actions within a workflow whenever a note is added to a contact’s record. 

Trigger Name

Note Added

Trigger Description

This trigger can be used to automate a variety of tasks, such as sending internal notifications, updating contact information, or triggering subsequent actions in your automation processes.

How to Configure

Step-by-Step Guide

• Navigate to Workflow Triggers
• Choose a Workflow Trigger: Select “Note Added” from the list of available triggers.
• Name Your Trigger: Enter a descriptive name for the trigger, such as “Note Added.”
• Set Up Filters (Optional): Add filters to specify which filters it should trigger the workflow. For example, you can filter by standard fields such as Has tag/ Doesn’t have tag or custom fields if present. 

Example : Haircut Note Notification

Scenario: A Saloon wants to ensure that any note labeled “Haircut” triggers an immediate internal notification to the saloon manager.

Trigger Setup:

• Trigger: Note Added
• Name: Haircut Note Alert
• Filter: Note contains the tag “Haircut”

Workflow Actions:

1. Notification: Send an internal notification to the saloon manager with the content of the note.
2. Task Creation: Automatically create a task for the saloon manager to review the note.

Outcome: This automation ensures that any note marked as “Haircut” is immediately flagged for the saloon manager’s attention, enabling prompt action and improving response times for critical issues.