The Note Added trigger activates a workflow when a note is attached to a contact. By implementing this trigger, you can automate specific actions or responses, ensuring that your team stays informed about important updates and enabling more efficient customer relationship management.
To initiate this process, click Add New Workflow Trigger and choose Note Added from the dropdown menu labeled Choose a Workflow Trigger.
All Filters #
You can filter the trigger by clicking the Add Filters button.
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.
Once satisfied with your filters, click Save Trigger. And there you have it—you can add any actions you’d like the workflow to follow. Remember to click save at the top right corner to maintain your changes and switch your workflow to Publish once you’re ready to implement the automation.
Note: You need a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow and not publish it.
Frequently Asked Questions #
When does the Note Added trigger activate? #
It activates whenever a note is attached to a contact, allowing you to automate actions or responses.
How do I add this trigger? #
Click Add New Workflow Trigger and choose Note Added from the “Choose a Workflow Trigger” dropdown.
What is the difference between Has Tag and Doesn’t Have a Tag? #
Has Tag fires only when the contact has the specified tag, while Doesn’t Have a Tag fires only when the contact lacks it.
How is Note Added different from Note Changed? #
Note Added fires when a new note is attached to a contact, whereas Note Changed fires when an existing note is updated.
Why can I only save and not publish my workflow? #
Publishing requires both a trigger and an action. Without both, you can only save the workflow.
How do I make my workflow live? #
After adding your actions, click save in the top right corner and switch the workflow to Publish to implement the automation.
