How to set up a workflow using the Note Added Workflow Trigger.
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
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Click “Add New Workflow Trigger”
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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.
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(Optional) You can change the display name of this trigger within the workflow builder using the text box under Workflow Trigger Name
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Press + Add filters to open up the Filters section of the Trigger setup menu
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You can filter by the parameters Has Tag and Doesn’t Have Tag which will only allow contacts who have or do not have a selected tag assigned to them.
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Using Has Tag will only allow contacts who have the selected tag to be added to this workflow. No other contacts may be added
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Using Doesn’t Have Tag will allow all contacts to be added EXCEPT those who have the selected tag
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Pro Tip: You are capable of applying both of these 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
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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.
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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 triggered by the Note Added 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
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If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
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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.
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For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
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Now your workflow is set up and ready to go with the Note Added Workflow Trigger.