The Note Addition trigger initiates a workflow whenever a note is attached to a contact's profile. To get started, select 'Add New Workflow Trigger' and then pick 'Note Addition' from the 'Choose a Workflow Trigger' dropdown. This feature allows you to automate specific tasks or responses when new notes are added, helping your team stay updated on critical information and fostering better communication and collaboration in customer relationship management.
It's essential to set up both a workflow trigger and an action to PUBLISH workflows. If either is missing, the workflow can only be saved but not published.
Filter Options
Lacks a Tag: When you select the "Lacks a Tag" filter, this workflow will be triggered exclusively when you add notes to a contact that does not have the tag specified in the filter.
Has a Tag: Choosing the "Has a Tag" filter will ensure the workflow triggers only when a note is added to a contact who has the designated tag.
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