Note Added

Note Added

Activate a workflow using the 'Note Added' trigger when attaching a note to a contact. To begin, click on 'Add New Workflow Trigger' and choose 'Note Added' from the dropdown menu labeled 'Choose a Workflow Trigger.' Implementing this trigger enables automation of specific actions or responses upon adding new notes. This ensures that your team remains informed about crucial updates, promoting efficient communication and collaboration in managing customer relationships.

 

Establish both 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

Select the "Doesn't Have Tag" filter option to trigger this workflow only when adding notes to a contact without the specified tag in the filter area.

 

Trigger notes without tags

 

Has Tag

Choose the "Has Tag" filter to activate the workflow only when adding a note to a contact with the specified tag.

Trigger notes with tags

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