How to Set Note Changed Triggers

1. To start, click on "Marketing."

2. Then, click on "Automation."

3. Afterwards, click on "Create Workflow."

4. Next, select "Start from Scratch."

5. Click here to rename the workflow.

6. Now, click on "Add New Trigger."

7. Type and search for "Note Change."

8. Now, click on "Note Changed."

9. Click here to rename.

10. Now, click on "Select."

11. After that, click on "Doesn't Have Tag."

12. Or, click on "Has Tag."

13. Then, click on "Select a tag."

14. Once that's done, search and select a tag here.

15. Finally, click on "Save Trigger."

Automatically trigger workflows when an existing note is updated or modified. Use this to alert team members of important changes, keep records synchronized, or initiate follow-up actions.