1. Overview
  2. Workflow Triggers
  3. Workflow Trigger: Note Added

Workflow Trigger: Note Added

The Note Added Workflow Trigger allows you to trigger a workflow whenever a note is added to a contact in your account. In this case, the contact to whom the note was added would be added to this workflow. This article will give an overview of how to set up a workflow using the Note Added 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 Note Added in the Contact section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will open.
  • (Optional) You can change the display name of this trigger within the workflow builder using the text box under Workflow Trigger Name
  • Press + Add filters to open up the Filters section of the Trigger setup menu
  • You can filter by the parameters Has Tag and Doesn’t Have tag, which will only allow contacts with or without a selected tag.
    • Using Has Tag will only allow contacts with the selected tag to be added to this workflow. No other contacts may be added.
    • Using the Doesn’t Have tag will allow all contacts to be added EXCEPT those with the selected tag.
  • Pro Tip:  You can apply both filters to the trigger, but these can cancel each other out in many cases. In light of this, it is best to use only one or the other, depending on your needs
  • You can also filter by Custom Fields. Using Custom Fields as your filter parameters will only allow contacts who have specified custom values assigned to them. These custom values are set up elsewhere in your account.
  • 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 triggered by the Note Added trigger or 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 Note Added Workflow Trigger.

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