Workflow Trigger: Note Changed

Improve collaboration and accountability within your team with this detailed guide on setting up note changed triggers in Aesthetix. This article outlines the process for configuring triggers that notify team members whenever a note is modified, ensuring everyone stays informed about important updates and changes. Learn how to customize notifications based on specific criteria, streamline communication regarding client interactions, and foster a more responsive work environment. Ideal for team leaders and CRM users, this guide will empower you to leverage note changed triggers effectively in Aesthetix, enhancing transparency and improving overall productivity.

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1. First, click on "Marketing"

2. Then, click on "Workflows".

3. Click on "Create Workflow".

4. After, click on "Start from Scratch".

5. Click on "Add New Trigger".

6. After, click on "Note Changed".

7. Click on "Add filters".

8. Click on "Doesn't Have Tag".

9. Next, click on "Doesn't Have Tag".

10. Click on "Has Tag".

11. Select a tag.

12. Finally, click on "Save Trigger".

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