When exploring Workflow Triggers, you’ll find a category titled Contact. This particular category consists of an array of triggers related to managing and engaging with contacts.

These diverse triggers facilitate better organization and interaction with your contacts, ensuring timely responses and more personalized communication, ultimately improving relationship management and fostering business growth.

Birthday Reminder #

The birthday reminder trigger operates on a customer’s birthday, activating a birthday reminder for the specified customer or team member. Utilize this workflow trigger to send an SMS or email before or on a customer’s birthday.

Contact Changed #

The Contact Changed trigger initiates when contact information is updated, specifically for changes in Tags, Assigned Users, DND (Do Not Disturb), and Custom Fields (such as their address or phone number).

Contact Created #

The Contact Created trigger enables the workflow to activate when a new contact is created, allowing customization through filters such as tags or custom field data.

Contact DND #

The Contact DND trigger comes into play when a contact’s Do Not Disturb changes. This status can be toggled on or off for various channels, such as emails or SMS. And, with this trigger, you can follow up on customers when the status changes.

Contact Tag #

The Contact Tag workflow initiates when a customer is added or removed from a tag within the system. Tags play a crucial role in organizing customer information and tracking which customers require follow-up. This also enables you to transfer customers between lists or steps based on activities or actions associated with them.

Custom Date Reminder #

The Custom Date Reminder trigger activates the workflow on a predetermined date you have set up, making it ideal for sending account review reminders or appointment notifications before meetings or events.

Note Added #

The Note Added trigger initiates the workflow when a note is added to a contact. Use this to alert a team member and take further action when a note is added to a contact.

Note Changed #

The Note Changed trigger activates a workflow when a note within a contact is modified. You can use this workflow trigger to notify team members of updates to a contact when necessary.

Task Added #

The Task Added trigger comes into play when one or more actions must be executed after creating a task in the system, and additional filters can be incorporated based on the task’s requirements.

Task Reminder #

The Task Reminder workflow trigger enables you to activate a workflow based on a previously created task in your CRM. This functionality assists in generating task reminders tailored to your work’s nature.

Task Completed #

The Task Completed Trigger will start your workflow when a task is marked as completed by a user; it helps manage internal processes and notify supervisors of progress.

Contact Engagement Score #

This trigger will start your workflow when a contact’s engagement score changes. This allows you to leverage interest in your business and follow up with customers when their score is higher, or disengage inactive contacts and save resources when their score is lowered.

All these triggers allow you to manage customer engagement easily by creating workflows that help you handle requests and interactions. If you’re interested in learning more about these triggers, please check the other articles in this category for an in-depth explanation of each one.

Frequently Asked Questions #

What kinds of triggers are in the Contact category? #

The Contact category includes triggers for birthdays, contact changes, new contacts, DND status, tags, custom dates, notes, tasks, task completion, and engagement score changes.

Which trigger should I use to follow up on a birthday? #

Use the Birthday Reminder trigger to send an SMS or email before or on a customer’s birthday.

How do I react when a contact’s information changes? #

Use the Contact Changed trigger, which fires on updates to tags, assigned users, DND status, and custom fields.

What trigger fires when a new contact is added? #

The Contact Created trigger activates the workflow whenever a new contact is created, with optional tag or custom field filters.

Can I trigger workflows from tasks? #

Yes. The Task Added, Task Reminder, and Task Completed triggers let you start workflows when tasks are created, due, or completed.

What does the Contact Engagement Score trigger do? #

It starts a workflow when a contact’s engagement score changes, helping you follow up with engaged contacts or save resources on inactive ones.