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Contact - Note Added

Automate specific actions or responses based on the addition of new notes

Updated over 3 weeks ago

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'.

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

Note added trigger

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.

Trigger notes without tags

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.

Trigger notes with tags

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