Workflow new note to update slack

yizy305
Participant

Hey! I'm having a very hard time creating a workflow that does the following;

 

Trigger: When a new note is created on a contact

Action: A notification is sent to a specific slack channel

 

Please help!

3 Replies 3
TiphaineCuisset
Community Manager

Hi @yizy305 

 

Thank you for reaching out, and welcome to the Community! 

 

You can use the filter "Activities properties > Note > Note Body is known" as an enrollment trigger, and then add an action Send Slack Notification. That way, as soon as a contact will have a note filed in their timeline activity, they will enroll in the workflow. 

 

You can find more information on workflows here 

Get started with workflows 

 

Hope that helps.
Have a lovely day,
Tiphaine.

 

 

 


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yizy305
Participant

Hey @TiphaineCuisset 

 

Thank you! How can I get the trigger to enroll every time a new note is added? 

0 Upvotes
TiphaineCuisset
Community Manager

Hey @yizy305 

 

At this stage activities cannot be set as a re-enrollment trigger. However I can see how it could be useful, so I invite you to upvote this idea on our Ideas forum. It is the main platform for communicating feature requests to our Product Team. You have more information on how this forum works here

 

Thank you

Tiphaine


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