Note Added

Created by Ezra Weinstein, Modified on Wed, 31 Aug 2022 at 02:38 PM by Ethan 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.


This runs when a note is added to a contact.


All Filters


Doesn't Have Tag


By selecting the "Doesn't Have Tag" filter option, this workflow will ONLY be triggered when you add notes to a contact doesn't have the tag you specify in the filter area.


Has Tag


By selecting the "has tag" filter, the workflow will only fire when a note is added to a contact who has the specified tag.


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