Automation- Title- video

Note Added

The Note Added trigger activates a workflow when a note is attached to a contact. To initiate this process, click on 'Add New Workflow Trigger' and choose 'Note Added' from the dropdown menu labeled 'Choose a Workflow Trigger'. By implementing this trigger, you can automate specific actions or responses based on the addition of new notes, ensuring that your team stays informed about important updates and enabling more efficient communication and collaboration in managing customer relationships.

You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.

All Filters

Doesn't Have a Tag

By selecting the "Doesn't Have Tag" filter option, this workflow will ONLY be triggered when you add notes to a contact that doesn't have the tag you specify in the filter area.

Has Tag

By selecting the "has tag" filter, the workflow will only fire when a note is added to a contact who has the specified tag.