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Workflow Trigger: Note Added

Discover how the "Note Added" workflow trigger in Stack can automate actions whenever a new note is added to a contact’s record. This guide covers the trigger's functionality, benefits, setup instructions, and practical use cases to help you make the most of this feature.

Table of Contents​

Understanding the Note Added Trigger​

The "Note Added" trigger is activated whenever a new note is attached to a contact’s profile in Stack. This feature allows you to automate tasks like notifying team members, updating contact statuses, or tagging contacts based on the note’s content. It's a powerful tool for ensuring timely responses and boosting team collaboration.

Benefits of Using the Trigger​

  • Automated Notifications: Instantly inform team members when important notes are added to contact records.
  • Improved Collaboration: Share updates with stakeholders immediately to enhance teamwork.
  • Streamlined Follow-Ups: Automatically create tasks or reminders based on the note's context.
  • Data Categorization: Add relevant tags to contacts automatically for better organization.
  • Precision with Filters: Use filters like "Has Tag" or "Doesn't Have Tag" to target specific contacts and ensure actions are relevant.

Configuring the Trigger​

Access Workflow Settings​

Navigate to the workflow automation section in your Stack account. You can create a new workflow or select an existing one to incorporate the "Note Added" trigger.

Add a New Workflow Trigger​

  1. Click “+ Add New Trigger”.
  2. Select "Note Added" from the dropdown menu.

Name Your Trigger​

Give your trigger a descriptive name, such as “VIP Note Added Trigger.”

Set Filters​

  • Has Tag: Activate the trigger only when the contact has a specific tag.
  • Doesn’t Have Tag: Activate the trigger only when the contact lacks a specific tag.

Save the Configuration​

Ensure all changes are saved before proceeding.

Test and Publish​

Test the workflow to confirm its functionality, then enable the Publish toggle to activate it.

Use Cases​

Customer Support Issue Escalation​

Scenario: Support agents add notes for unresolved issues. The workflow escalates these issues to a senior agent.

  • Trigger Setup:
    • Trigger: Note Added.
    • Filter: Has Tag: “High Priority.”
  • Outcome: The workflow assigns the issue to a senior agent and sends an immediate notification for review.

Event Follow-Up for Attendees​

Scenario: After a networking event, notes on attendee profiles should trigger personalized follow-up emails.

  • Trigger Setup:
    • Trigger: Note Added.
    • Filter: Has Tag: “Event Attendee.”
  • Outcome: The workflow sends follow-up emails and updates attendee profiles with relevant tags.

Upsell Opportunities in E-Commerce​

Scenario: Notes about customer product preferences should trigger recommendations for related products.

  • Trigger Setup:
    • Trigger: Note Added.
    • Filter: Has Tag: “Frequent Buyer.”
  • Outcome: The workflow generates a personalized email recommending products based on preferences.

Frequently Asked Questions​

Can the trigger handle multiple notes added in quick succession?

Yes, the trigger activates each time a note is added. You can configure workflow conditions or cooldown periods to avoid redundant actions.

How do the filters “Has Tag” and “Doesn’t Have Tag” work?

These filters target specific contacts. “Has Tag” activates the trigger only for contacts with the specified tag, while “Doesn’t Have Tag” activates it for contacts without the specified tag.

Can I use this trigger with other triggers in a single workflow?

Yes, the Note Added trigger can be combined with other triggers, like “Task Completed” or “Opportunity Stage Changed,” for advanced workflows.

What happens if a note is deleted instead of added?

This trigger activates only when a note is added. Deleting a note does not initiate the workflow.

Is it possible to customize actions based on the note’s content?

Yes, you can use workflow actions to analyze the note’s content (e.g., keywords) and perform specific actions, such as tagging or assigning tasks, based on predefined criteria.