Workflow Event: Note added to Contact

This Event occurs when a note is added to a Contact.

The Event will occur if a note is added to a Contact:

  • manually, on the Contact Card (by clicking on New note),
  • through a Workflow or an Automation Rule (using the Action: Add note),
  • via API.

The Event will not occur if a note is added to a Contact:

  • through Menu → CDP → List of Contacts → Manage Contacts (unless the Workflow is selected in the Run Workflow section).

After adding this Event to your Workflow, define the following settings:

[1] Follow an alternative path after—This option will only be available if this Event is not the triggering Event for the Workflow (i.e., if it is preceded by another Event, a Condition, or an Action, and not directly connected with the Start element). Here, you can specify the time after a previous Event/Condition/Action for which the system will wait for this Event to occur.

If the Event occurs within the specified time, the primary path will be followed immediately.

If the Event does not occur within the specified time, the alternative path will be followed.

Read more in the article: Workflow | Advanced configurations >>

Click Save to continue configuring your Workflow.

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