Contact Creation Trigger

The "Contact Creation" trigger initiates a workflow when a new contact is added to your CRM system. You can tailor this trigger by applying various filters like tags or specific data fields. To set this up, start by clicking on the "Add New Workflow Trigger" button and selecting the "Contact Creation" option. This trigger is particularly useful for automating tasks such as adding tags to new contacts or sending follow-up communications after a form submission.

It's important to note that both a trigger and an action must be set up for the workflow to be published. Without completing both steps, the workflow can only be saved but not published.

Applying Filters

Tag-Based Trigger

To activate workflows based on specific tags, choose the "Has Tag" filter and select the desired tag from your CRM. The workflow will only initiate when the selected tag is associated with a contact.

Custom Field Trigger

For workflows that depend on data entered into custom fields, select the relevant custom field filter. This setup ensures that the workflow triggers only when a contact fills out the custom field with the necessary information through a form on your website.

After setting your trigger, you can proceed to add workflow steps like sending SMS or email notifications and assigning tasks to users.