TABLE OF CONTENTS
Overview
Trigger Name
Trigger Description
How to Configure
Example
Overview #
The “Note Added” trigger is used to initiate specific actions within a workflow whenever a note is added to a contact’s record.
Trigger Name #
Note Added
Trigger Description #
This trigger can be used to automate a variety of tasks, such as sending internal notifications, updating contact information, or triggering subsequent actions in your automation processes.
How to Configure #
| Value | Description | Mandatory |
| Choose a Workflow Trigger | Select “Note Added” from the dropdown. | Yes |
| Workflow Trigger Name | Enter a name for your trigger, e.g., “Note Added” | Yes |
| Filters | Specify conditions to narrow down the trigger, such as Has Tag/ Doesn’t Have tag | No |
Step-by-Step Guide
- Navigate to Workflow Triggers
- Choose a Workflow Trigger: Select “Note Added” from the list of available triggers.
- Name Your Trigger: Enter a descriptive name for the trigger, such as “Note Added.”
- Set Up Filters (Optional): Add filters to specify which filters it should trigger the workflow. For example, you can filter by standard fields such as Has tag/ Doesn’t have tag or custom fields if present.
Example : Haircut Note Notification #
Scenario: A Saloon wants to ensure that any note labeled “Haircut” triggers an immediate internal notification to the saloon manager.
Trigger Setup: #
- Trigger: Note Added
- Name: Haircut Note Alert
- Filter: Note contains the tag “Haircut”
Workflow Actions: #
- Notification: Send an internal notification to the saloon manager with the content of the note.
- Task Creation: Automatically create a task for the saloon manager to review the note.
Outcome: This automation ensures that any note mark
ed as “Haircut” is immediately flagged for the saloon manager’s attention, enabling prompt action and improving response times for critical issues.
