When exploring Workflow Triggers, you'll find a category called Contact. It includes a range of triggers for managing and engaging with contacts.

These triggers help you stay organised and communicate with contacts more effectively, making it easier to respond promptly and build better relationships.

​Birthday Reminder​

The birthday reminder trigger fires on a customer's birthday, activating a reminder for the specified customer or team member. Use it to send an SMS or email before or on the day.

Contact Changed​

The Contact Changed trigger fires when contact information is updated, specifically for changes in Tags, Assigned Users, DND (Do Not Disturb), and Custom Fields (such as their address or phone number).

Contact Created

The Contact Created trigger activates when a new contact is created. You can customise it using filters such as tags or custom field data.

Contact DND​

The Contact DND trigger fires when a contact's Do Not Disturb status changes. This can be toggled on or off for various channels, such as email or SMS, and you can use it to follow up with customers when the status changes.

Contact Tag

The Contact Tag trigger fires when a customer is added or removed from a tag. Tags are useful for organising customer information and tracking who needs a follow-up. You can also use this trigger to move customers between lists or steps based on their activity.

Custom Date Reminder

The Custom Date Reminder trigger activates on a date you've set in advance, making it ideal for sending account review reminders or appointment notifications before meetings or events.

Note Added

The Note Added trigger fires when a note is added to a contact. Use it to alert a team member and take further action as needed.

Note Changed​

The Note Changed trigger activates when a note on a contact is modified. Use it to notify team members of updates when needed.

Task Added​

The Task Added trigger fires when a task is created in the system and one or more actions need to run as a result. Additional filters can be added based on the task's requirements.

Task Reminder​

The Task Reminder trigger lets you activate a workflow based on a previously created task in the CRM. It's useful for setting up reminders tailored to the type of work involved.

Task Completed

The Task Completed trigger starts your workflow when a task is marked as completed by a user. It helps manage internal processes and notify supervisors of progress.

Contact Engagement Score

This trigger starts your workflow when a contact's engagement score changes. Use it to follow up with customers when their score rises, or step back from inactive contacts and save resources when it falls.

All these triggers make it straightforward to manage customer engagement by building workflows around your contacts. If you'd like to learn more, check the other articles in this category for an in-depth look at each trigger.