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 Changed 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 who have or do not have a selected tag assigned to them.
Using Has Tag will only allow contacts who have the selected tag to be added to this workflow. No other contacts may be added
Using Doesn’t Have Tag will allow all contacts to be added EXCEPT those who have the selected tag
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
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 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 Changed 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 Note Changed Workflow Trigger.
FAQs: Setting Up the Note Changed Workflow Trigger
1. What is the Note Changed Workflow Trigger used for?
The Note Changed Workflow Trigger is used to initiate a workflow whenever a note associated with a contact is modified. This allows you to automate actions based on changes to notes, such as updating contact status or notifying team members.
2. How do I start setting up a Note Changed Workflow Trigger?
Begin by either starting a new workflow or editing an existing one in your Workflow builder. Click “Add New Workflow Trigger,” then select “Note Changed” from the Contact section of the Workflow Triggers Menu.
3. Can I rename the Note Changed trigger for better organization?
Yes, you can rename the trigger to make it easier to understand within the workflow builder. Enter a new name in the text box under “Workflow Trigger Name.”
4. What filters can I apply to the Note Changed trigger?
You can apply filters based on tags and custom fields:
Has Tag: Only contacts with the selected tag will be included in the workflow.
Doesn’t Have Tag: All contacts except those with the selected tag will be included.
Custom Fields: Filter contacts based on specified custom values.
5. How do the tag filters work, and can I use both at the same time?
Has Tag: This filter ensures that only contacts with the specified tag are included in the workflow.
Doesn’t Have Tag: This filter includes all contacts except those with the specified tag.
Pro Tip: Using both tag filters simultaneously can lead to conflicts or cancellation of each other’s effects. It is usually best to use one filter type based on your specific needs.
6. What if I need to filter contacts based on custom values?
To filter by custom fields, select the relevant custom fields and specify the values you want to filter by. Only contacts with these values will be included in the workflow.
7. How do I save the Note Changed trigger?
After configuring the trigger and applying any desired filters, press “Save Trigger” in the bottom right corner of the Trigger setup menu.
8. What actions can I set up after the Note Changed trigger?
You can set up various Workflow Actions that should occur when the trigger is activated. Review our articles on Workflow Actions for detailed instructions on setting these up. You can also choose to leave the workflow without any actions if needed.