Note Modification Trigger

Imagine you’ve updated a contact’s details—this trigger will activate to ensure the contact’s information is synchronized and that any changes are logged. After choosing a trigger, you can dive into the workflow's setup. In this case, select the "Note Modification" trigger found within the Contact category.

Applying Filters

Excludes Specific Tag

When you choose the "Excludes Specific Tag" filter, the workflow will trigger only when a note is modified for a contact who does not have the designated tag specified in the filter section.

Includes Specific Tag

Conversely, by selecting the "Includes Specific Tag" filter, the workflow will trigger when a note is added to a contact with the specific tag you set.