Contact Information Update

The Contact Information Update trigger activates when specific details of a contact are modified, including updates to Tags, Assigned Users, Do Not Disturb (DND) status, and Custom Fields. This trigger initiates automated actions or notifications in response to these modifications, ensuring that your team is promptly informed of important contact updates.

Filter Options

Assigned User

• User Change Detected
  This filter triggers the workflow whenever there's a change in the assigned user for a contact, irrespective of the identity of the new user.

• Assigned to Specific User
  This filter is configured to activate the workflow only when a specific user is assigned to the contact. For instance, if John is assigned to a contact after Jim, the workflow will trigger only when John becomes the assigned user.

Do Not Disturb (DND)

The DND option allows contacts to opt out of all communication services, effectively unsubscribing them upon their request.

• DND Status Change Detected
  Selecting this filter will activate the workflow when a contact’s DND status changes, such as when it switches to "DND enabled" or "DND disabled."

• Changed to Specific DND Status
  This option triggers the workflow only when the DND status changes to a specific setting. For example, if you want your team to be alerted when a contact's DND status is set to "enabled," this workflow will trigger only under that condition.

Tags

The Tags feature allows workflows to be triggered based on the addition or removal of tags on a contact. After selecting the Tags filter, you can choose whether the workflow should run when a tag is added or removed. A dropdown menu will then allow you to specify which tag should activate the workflow, streamlining your process and ensuring the team is informed of tag-related updates.