Workflow | Event: Added note to contact

Workflow is triggered when a note is added to a contact. You can do it on the contact card or by means of action Add note.

This event has no additional settings.

Go to AUTOMATION PROCESSES => WORKFLOW


From the list of the elements in Workflow choose Event => Added note to contact

Example: A note has been added to the contact with information that somebody contacted with the user, thanks to this event the Workflow process is triggered towards this user.

IMPORTANT: Modifications made in CRM => Manage Contacts do not trigger rules.

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