Workflow Trigger: Note Added | Aesthetix CRM

Workflow Trigger: Note Added

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.

2. First, navigate to the marketing section.

3. Click on "Workflows" to explore your options.

4. Hit the "Create Workflow" button to start fresh.

5. Select "Start from Scratch" for a new beginning.

6. Next, click on "Add New Trigger" to set up a trigger.

7. Use the search field to find your desired triggers quickly.

8. Click on "Note Added"

9. If needed, change the trigger name here.

10. Click on "Add filters" to refine your results.

11. Select a filter from the list that appears.

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.

12. Choose a tag from the list after selecting "doesn't have tag."

13. If "has tag" is selected, pick a tag from the options.

14. Finally, click on "Save Trigger" to keep your changes.

15. Your trigger has been successfully added.

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.

16. After creating your workflow, remember to save and publish it!

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”

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