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Workflow Trigger: Contact Created

Charie

How to set up a workflow using the Contact Created Workflow Trigger.

 

The Contact Created Workflow Trigger will add a contact to this workflow whenever one is created. This can be a very 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

  • In its base form, any newly created contact will be added to this workflow, 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 that meet custom parameters that you have set up elsewhere.

 

Note: Custom fields would commonly be added to a form

  • Press 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 of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.

 

Pro Tip: You can use any Workflow Actions to be set into action 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 to make sure it is set 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”

 

Now your workflow is set up and ready to go with the Contact Created Workflow Trigger.