Trigger - Note Added

Modified on Sun, 20 Oct at 7:06 AM

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 when the workflow should be triggered. 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 salon wants to ensure that any note labeled "Haircut" triggers an immediate internal notification to the salon 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 salon manager with the content of the note.
Task Creation: Automatically create a task for the salon manager to review the note.

Outcome: This automation ensures that any note marked

as "Haircut" is immediately flagged for the salon manager’s attention, enabling prompt action and improving response times for critical issues.