Contact Triggers in Workflow Builder

Overview of Contact Triggers

In the realm of Workflow Triggers, the "Contact" category encompasses a variety of triggers designed to manage and interact with contacts efficiently. These triggers are instrumental in enhancing communication and organization, ensuring prompt responses and personalized interactions, which are vital for effective relationship management and business expansion.

Birthday Notification

The Birthday Notification trigger activates on a contact's birthday, enabling you to send a reminder either to the customer or a team member. This can be used to dispatch an SMS or email as a birthday greeting or reminder, either on or before the customer’s birthday.

Contact Update

The Contact Update trigger is initiated when there are changes to a contact's information, such as Tags, Assigned Users, DND (Do Not Disturb) settings, or Custom Fields. This ensures that any updates to critical contact information are immediately reflected in your workflows.

New Contact Creation

The New Contact Creation trigger is activated when a new contact is added to the system. This trigger allows for workflows to be customized based on specific criteria, such as tags or custom field data, ensuring that new contacts are managed according to your organization’s needs.

DND Status Change

The DND Status Change trigger is used when a contact's Do Not Disturb status is altered. This setting allows contacts to opt out of certain types of communication, such as emails, phone calls, SMS messages, Google My Business (GMB) messages, and Facebook Messages. The workflow responds when the DND status is toggled, aligning communication preferences accordingly.

Tag Modification

The Tag Modification trigger initiates a workflow when a tag is either added to or removed from a contact within the CRM. Tags are crucial for categorizing customers and managing follow-ups. This feature also allows for transitioning customers between different lists or workflow steps based on specific actions or changes in status.

Custom Date Activation

The Custom Date Activation trigger starts a workflow on a specified date, which can be set up for various purposes, such as sending reminders for account reviews or notifications about upcoming appointments. This allows for timely and relevant communication ahead of important events.

Note Addition

The Note Addition trigger launches a workflow when a new note is attached to a contact’s profile. This can be particularly useful for notifying team members of important updates or actions that need to be taken based on the newly added note.

Note Modification

The Note Modification trigger engages a workflow when an existing note within a contact’s profile is altered. This is useful for keeping relevant team members informed about changes or updates to contact notes, ensuring everyone stays in the loop.

Task Creation

The Task Creation trigger is activated when a new task is added to the system, triggering a workflow that can include additional filters based on the task's characteristics. This ensures that tasks are integrated into workflows and handled efficiently.

Task Reminder

The Task Reminder trigger allows you to set up workflows that send reminders for tasks previously created in the CRM. This is crucial for ensuring that tasks are completed on time and aligned with your workflow’s objectives.