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Workflow Builder - Contact Triggers
Contact
When delving into Workflow Triggers, the Contact category offers a diverse set of triggers geared towards effective contact management and engagement. This array of triggers ensures organized communication, timely responses, and personalized interactions, thereby enhancing relationship management and fostering business growth.
Birthday Reminder
The Birthday Reminder trigger operates on a customer's birthday, activating a reminder for the specified customer or team member. This workflow trigger allows for the sending of SMS or email messages before or on a customer’s birthday, adding a personal touch to your engagement efforts.
Contact Changed
The Contact Changed trigger initiates when contact information undergoes updates, specifically for changes in Tags, Assigned Users, DND (Do Not Disturb), and Custom Fields. This trigger facilitates staying updated on changes that impact your interactions with contacts.
Contact Created
The Contact Created trigger enables the workflow to activate when a new contact is added, providing customization options through filters such as tags or custom field data. This trigger streamlines the process of managing new contacts within your CRM system.
Contact DND
The Contact DND trigger is activated when a contact's Do Not Disturb (DND) status is modified. DND preferences, which customers use to opt-out of certain services, can be toggled on or off for various channels. This trigger helps respect and manage customer communication preferences.
Contact Tag
The Contact Tag workflow initiates when a customer is added or removed from a tag within the CRM system. Tags play a pivotal role in organizing customer information and tracking follow-up requirements. This feature facilitates the transfer of customers between lists or steps based on associated activities or actions.
Custom Date Reminder
The Custom Date Reminder trigger activates the workflow on a pre-set date, making it ideal for sending account review reminders or appointment notifications before meetings or events.
Note Added
The Note Added trigger initiates the workflow when a note is added to a contact. This trigger is useful for alerting team members to take further action based on the added note.
Note Changed
The Note Changed trigger activates a workflow when a note within a contact is modified. Use this trigger to notify team members of updates to a contact's notes when necessary.
Task Added
The Task Added trigger comes into play when actions must be executed after creating a task in the system. Additional filters can be incorporated based on the task's requirements.
Task Reminder
The Task Reminder workflow trigger enables the activation of a workflow based on a previously created task in your CRM. This functionality assists in generating task reminders tailored to the nature of your work.
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