The Contact Created Workflow Trigger will add a contact to this workflow whenever one is created. This can be a helpful trigger for many applications, such as customer onboarding processes and lead nurturing. This article will outline how to set up a workflow using the Contact Created Workflow Trigger.
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
- Click “Add New Workflow Trigger”
- Select Contact Created in the Contact section of the Workflow Triggers Menu or use the search feature. This will open the Contact Created Trigger setup menu.
- (Optional) Change the Workflow Trigger display name under Workflow Trigger Name.
Note: that this will only impact the trigger’s display name within the workflow builder
- Any newly created contact will be added to this workflow in its base form, but you can filter this to only include specific contacts.
- Has Tag will only add contacts to this workflow that have a particular tag assigned to them
- Custom Fields are also available to only include contacts meeting custom parameters you have set up elsewhere.
Note: Custom fields would commonly be added to a form
- Press the Save trigger in the bottom right corner of the Trigger setup menu
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow Actions. Feel free to review our articles for more information on setting these up.
Pro Tip: You can use any Workflow Actions to be triggered by the trigger, or you can leave this workflow without any actions.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
- Be sure to test your workflow and set it up correctly using the Test Workflow button next to the Publish toggle switch.
- For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows”
Your workflow is ready to go with the Contact Created Workflow Trigger.