To successfully publish a workflow, it’s essential to define both a trigger and an action. If either of these elements is missing, the workflow will only be saved and cannot be published.
The "Add to Notes" action allows you to attach a note directly to a contact's profile. This function is particularly useful for adding information to a contact's record that can be shared with other users associated with that contact, ensuring they have the necessary insights for effective communication.
Adding Notes
To add a new workflow action, choose "Add To Notes" from the options available. Then, simply input the desired note in the provided space. This note can offer valuable details that other users connected to the contact may find helpful.
Leveraging Custom Values
When creating notes within the workflow, you can enhance the detail by incorporating custom values, such as contact or user specifics. This feature ensures that your notes are more precise and organized, making it easier for users to access the necessary information when required.
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