Workflow Trigger: Note Added

Overview

The "Note Added" trigger in Stack is designed to kick off specific actions within a workflow whenever a note is added to a contact’s record. This can help automate tasks and streamline your processes.

Trigger Name

Note Added

Trigger Description

Use this trigger to automate tasks such as sending internal notifications, updating contact information, or initiating other actions in your automation workflows.

How to Configure

Configuration Options

Value	Description	Mandatory
Choose a Workflow Trigger	Select "Note Added" from the dropdown list.	Yes
Workflow Trigger Name	Enter a name for your trigger, e.g., "Note Added".	Yes
Filters	Specify conditions to refine the trigger, such as "Has Tag" or "Doesn't Have Tag".	No

Step-by-Step Guide

1. Navigate to Workflow Triggers:
   Access the section where you manage workflow triggers.

2. Choose a Workflow Trigger:
   Select "Note Added" from the list of available triggers.

3. Name Your Trigger:
   Enter a descriptive name for the trigger, such as "Note Added."

4. Set Up Filters (Optional):
   Add filters to specify when the workflow should be triggered. For example, you can filter by standard fields like "Has Tag" or "Doesn't Have Tag," or even custom fields if they are available.

Example: Haircut Note Notification

Scenario

A salon wants to ensure that any note labeled "Haircut" triggers an immediate internal notification to the salon manager.

Trigger Setup

• Trigger: Note Added
• Name: Haircut Note Alert
• Filter: Note contains the tag "Haircut"

Workflow Actions

• Notification:
  Send an internal notification to the salon manager with the content of the note.

• Task Creation:
  Automatically create a task for the salon manager to review the note.

Outcome

This automation ensures that any note marked as "Haircut" is immediately flagged for the salon manager’s attention, enabling prompt action and improving response times for critical issues.