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High iQ Knowledge Base

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Note Changed

This workflow is activated solely when there is a change in the contact record.
Imagine you've made alterations to the contact record; at that point, this trigger comes into play. Its purpose is to synchronize contact information and monitor any modifications.
After choosing a trigger, you can proceed to configure the workflow's specifics. In this step, opt for the 'Note Changed' trigger within the Contact section.
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Note Changed Trigger
All Filters
Doesn't Have a Tag
By opting for the 'Doesn't Have Tag' filter, this workflow will exclusively activate when a note is altered for a contact lacking the specified tag in the filter area.
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Triggers when contact note without tag changes
Has Tag
Selecting the 'Has Tag' filter ensures the workflow is triggered only when a note is added to a contact with the specified tag.
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Triggers when contact note with tag changes
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