Note Changed

Note Changed

This workflow is activated solely when there is a change in the contact record.

Imagine you've made alterations to the contact record; at that point, this trigger comes into play. Its purpose is to synchronize contact information and monitor any modifications.

 

After choosing a trigger, you can proceed to configure the workflow's specifics. In this step, opt for the 'Note Changed' trigger within the Contact section.

 

 

Note Changed Trigger

All Filters

Doesn't Have a Tag

By opting for the 'Doesn't Have Tag' filter, this workflow will exclusively activate when a note is altered for a contact lacking the specified tag in the filter area.

 

 

Triggers when contact note without tag changes

Has Tag

Selecting the 'Has Tag' filter ensures the workflow is triggered only when a note is added to a contact with the specified tag.

 

Triggers when contact note with tag changes

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