Note Added

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

This runs when a note is added to a contact.

All Filters

Doesn't Have Tag

By selecting the "Doesn't Have Tag" filter option, this workflow will ONLY be triggered when you add notes to a contact doesn't have the tag you specify in the filter area.

Has Tag

By selecting the "has tag" filter, the workflow will only fire when a note is added to a contact who has the specified tag.