Trigger - Note Added

Modified on: Tue, 27 Aug, 2024 at 7:04 AM

TABLE OF CONTENTS


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



ValueDescriptionMandatory
Choose a Workflow TriggerSelect "Note Added" from the dropdown.Yes
Workflow Trigger NameEnter a name for your trigger, e.g., "Note Added"Yes
FiltersSpecify conditions to narrow down the trigger, such as Has Tag/ Doesn't Have tagNo


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 which filters it should trigger the workflow. 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 Saloon wants to ensure that any note labeled "Haircut" triggers an immediate internal notification to the saloon manager.

Trigger Setup:

  • Trigger: Note Added
  • Name: Haircut Note Alert
  • Filter: Note contains the tag "Haircut"

Workflow Actions:

  1. Notification: Send an internal notification to the saloon manager with the content of the note.
  2. Task Creation: Automatically create a task for the saloon manager to review the note.

Outcome: This automation ensures that any note marked as "Haircut" is immediately flagged for the saloon manager’s attention, enabling prompt action and improving response times for critical issues.






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