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Notes Workflow Triggers

Notes Workflow Triggers allow you to automate processes when notes are added to contacts in your Stack system. These triggers enable you to create powerful automated sequences that respond to note activity.

Available Triggers​

  • Note Added: Initiates workflow actions when a note is added to a contact's record

Use Cases​

  • Send internal notifications when specific types of notes are added
  • Create follow-up tasks based on note content
  • Update contact information when notes contain relevant details
  • Trigger communication sequences based on specific notes
  • Send reminders to team members when important notes are added

Notes Workflow Triggers help streamline your team's communication and ensure consistent follow-up when important information is documented in your system.