{"id":1346,"date":"2026-03-18T08:14:09","date_gmt":"2026-03-18T08:14:09","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1346"},"modified":"2026-03-18T08:14:09","modified_gmt":"2026-03-18T08:14:09","password":"","slug":"trigger-note-added-workflow-trigger-note-added","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/trigger-note-added-workflow-trigger-note-added\/","title":{"rendered":"Trigger – Note Added -> Workflow Trigger – Note Added"},"content":{"rendered":"

Overview<\/h2>\n

The “Note Added” trigger is used to initiate specific actions within a workflow whenever a note is added to a contact\u2019s record.<\/p>\n

Trigger Name<\/h2>\n

Note Added<\/p>\n

Trigger Description<\/h2>\n

This trigger can be used to automate a variety of tasks, such as sending internal notifications, updating contact information, or triggering subsequent actions in your automation processes.<\/p>\n

How to Configure<\/h2>\n

<\/p>\n

 <\/p>\n\n\n\n\n<\/colgroup>\n\n\n\n\n\n
Value<\/td>\nDescription<\/td>\nMandatory<\/td>\n<\/tr>\n
Choose a Workflow Trigger<\/td>\nSelect “Note Added” from the dropdown.<\/td>\nYes<\/td>\n<\/tr>\n
Workflow Trigger Name<\/td>\nEnter a name for your trigger, e.g., “Note Added<\/span>“<\/td>\nYes<\/td>\n<\/tr>\n
Filters<\/td>\nSpecify conditions to narrow down the trigger, such as Has Tag\/ Doesn’t Have tag<\/td>\nNo<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Step-by-Step Guide<\/strong><\/p>\n

    \n
  • Navigate to Workflow Triggers<\/li>\n
  • Choose a Workflow Trigger: Select “Note Added” from the list of available triggers.<\/li>\n
  • Name Your Trigger: Enter a descriptive name for the trigger, such as “Note Added.”<\/li>\n
  • Set Up Filters (Optional): Add filters to specify which filters it should trigger the workflow. For example, you can filter by standard fields such as Has tag\/ Doesn’t have tag or custom fields if present.<\/li>\n<\/ul>\n

    <\/h2>\n

    Example : Haircut Note Notification<\/h2>\n

    Scenario:<\/strong>\u00a0A Saloon wants to ensure that any note labeled “Haircut” triggers an immediate internal notification to the\u00a0saloon<\/span>\u00a0manager.<\/p>\n

    Trigger Setup:<\/strong><\/h4>\n
      \n
    • Trigger:<\/strong>\u00a0Note Added<\/li>\n
    • Name:<\/strong>\u00a0Haircut<\/span>\u00a0Note Alert<\/li>\n
    • Filter:<\/strong>\u00a0Note contains the tag “Haircut”<\/li>\n<\/ul>\n

      Workflow Actions:<\/strong><\/h4>\n
        \n
      1. Notification:<\/strong>\u00a0Send an internal notification to the saloon manager with the content of the note.<\/li>\n
      2. Task Creation:<\/strong>\u00a0Automatically create a task for the\u00a0saloon<\/span>\u00a0manager to review the note.<\/li>\n<\/ol>\n

        Outcome:<\/strong>\u00a0This automation ensures that any note marked as “Haircut” is immediately flagged for the\u00a0saloon<\/span>\u00a0manager\u2019s attention, enabling prompt action and improving response times for critical issues.<\/p>\n","protected":false},"excerpt":{"rendered":"

        Overview The “Note Added” trigger is used to initiate specific actions within a workflow whenever a note is added to […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[63],"doc_tag":[],"class_list":["post-1346","docs","type-docs","status-publish","hentry","doc_category-notes-workflow-triggers"],"year_month":"2026-07","word_count":272,"total_views":"18","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Notes Workflow Triggers","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/notes-workflow-triggers\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1346","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1346"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1346\/revisions"}],"predecessor-version":[{"id":1347,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1346\/revisions\/1347"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1346"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1346"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}