Contact Created

Created by Ezra Weinstein, Modified on Tue, 04 Oct 2022 at 10:40 AM by Hannah Harris

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.


Trigger Location


Add Filters

Has Tag


Select a tag from the CRM. When a tag is allocated to the contact's workflow, the workflow will only be triggered based on the specific tag.


Custom Field


When you have a form on your website and a custom field assigned to it that collects data, you can select the custom field and the workflow will only trigger when a contact submits data.


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