TABLE OF CONTENTS
Overview
The Note Added trigger is used to initiate specific actions within a workflow whenever a new note is added to a contact’s record. This trigger is ideal for tasks such as notifying team members about updates, tagging contacts based on the content of the note, or initiating follow-up actions.
Trigger Name
Note Added
Trigger Description
The Note Added trigger activates a workflow whenever a new note is added to a contact’s profile. This allows for real-time actions based on note entries, such as alerting sales teams, updating contact statuses, or setting follow-up reminders.
How to Configure
To configure the Note Added trigger, set the workflow trigger name and choose from available filters to refine the conditions under which this workflow is activated.
Field | Description | Mandatory |
Workflow Trigger Name | Name given to the trigger for easy identification. | Yes |
Doesn’t Have Tag | Workflow will only trigger if the contact does not have a specified tag. | No |
Has Tag | Workflow will trigger only if the contact has a specified tag. | No |
Example
In this example, the workflow is set up to trigger when a new note is added to a contact who has a specific tag:
- Workflow Trigger Name:
Note Added
- Filters:
- Has Tag:
VIP Customer
- Has Tag:
Example Workflow
When a note is added to a contact record, the following actions could be triggered:
- Notify Sales Team: Send an internal notification to the assigned sales team member to review the note added to a VIP customer’s profile.
- Add Follow-up Task: Automatically create a task for the account manager to follow up with the customer based on the note’s content.
- Tag Contact: If the note indicates a particular interest or issue, automatically add a relevant tag to the contact to categorize them accordingly.
This configuration ensures that the workflow activates whenever a note is added, allowing for immediate and relevant actions based on the content and context of the note.