Workflow Triggers / Using the Contact Changed Workflow Trigger

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ABOUT THIS LESSON

Within the Workflow builder, the “Contact Changed” workflow trigger allows you to automate actions when a contact record is modified. You can trigger events in a Workflow when a contact record is changed based on the following items:


  • Tags being added
  • Tags being removed
  • DND being activated or removed
  • Contact being assigned to a user, or reassigned to a user
  • Custom field being populated
  • Custom field changing to something specific


Follow these simple steps to use this Workflow Trigger:


In the Workflow, click to add a Trigger.

Choose “Contact Changed” as the Workflow Trigger.

Select a filter from the dropdown menu.

Save Trigger to add to the Workflow.

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