Workflow 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 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:

1. Workflow Trigger Name: Note Added
2. Filters:
   • Has Tag: VIP Customer

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.