Overview

The Note Added trigger is used to initiate specific actions within a workflow whenever a new note is added to a contact's record. This trigger is ideal for tasks such as notifying team members about updates, tagging contacts based on the content of the note, or initiating follow-up actions.

Trigger Name

Note Added

Trigger Description

The Note Added trigger activates a workflow whenever a new note is added to a contact's profile. This allows for real-time actions based on note entries, such as alerting sales teams, updating contact statuses, or setting follow-up reminders.

How to Configure

To configure the Note Added trigger, set the workflow trigger name and choose from available filters to refine the conditions under which this workflow is activated.

| Field | Description | Mandatory |

| --- | --- | --- | | Workflow Trigger Name | Name given to the trigger for easy identification. | Yes | | Doesn't Have Tag | Workflow will only trigger if the contact does not have a specified tag. | No | | Has Tag | Workflow will trigger only if the contact has a specified tag. | No |

Example

In this example, the workflow is set up to trigger when a new note is added to a contact who has a specific tag:

  1. Workflow Trigger Name: Note Added

  2. Filters:

    • Has Tag: VIP Customer

Example Workflow

When a note is added to a contact record, the following actions could be triggered:

  • Notify Sales Team: Send an internal notification to the assigned sales team member to review the note added to a VIP customer's profile.
  • Add Follow-up Task: Automatically create a task for the account manager to follow up with the customer based on the note's content.
  • Tag Contact: If the note indicates a particular interest or issue, automatically add a relevant tag to the contact to categorize them accordingly.

This configuration ensures that the workflow activates whenever a note is added, allowing for immediate and relevant actions based on the content and context of the note.