# Trigger - Note Added -> Workflow Trigger - Note Added

> TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The "Note Added" trigger is used to initiate specific…

- Source: https://docs.ghlcustomercare.com/docs/workflows/notes-workflow-triggers/trigger-note-added-workflow-trigger-note-added
- Section: Workflows / Notes Workflow Triggers
- Reading time: 1 min
- Images: 2, each explained below

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**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [Trigger Name](#trigger-name)
-   [Trigger Description](#trigger-description)
-   [How to Configure](#how-to-configure)
-   [Example](#example-haircut-note-notification)

## Overview

The "Note Added" trigger is used to initiate specific actions within a workflow whenever a note is added to a contact’s record. 

## Trigger Name

Note Added

## Trigger Description

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.

## How to Configure

![How to Configure (image 1 of 2)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031735352/original/3DZrIODcvvb3FnjC51E91xPf76V7HM_h0w.png)

**How to Configure (image 1 of 2)**

This screenshot appears in the "How to Configure" section of "Trigger - Note Added -> Workflow Trigger - Note Added". The text alongside this image reads: 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. Immediately after, the guide continues: Value Description Mandatory Choose a Workflow Trigger Select "Note Added" from the dropdown. Yes Workflow Trigger Name Enter a name for your trigger, e.g., " Note Added " Yes Filters Specify conditions to narrow down the trigger, such as….
- What this covers: 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.
- Controls: Step-by-Step Guide
- Next: Value Description Mandatory Choose a Workflow Trigger Select "Note Added" from the dropdown. Yes Workflow Trigger Name Enter a name for your trigger, e.g., " Note Added " Yes Filters Specify conditions to narrow down the trigger, such as Has Tag/ Doesn't Have tag No

Full procedure:

1. Navigate to Workflow Triggers
2. Choose a Workflow Trigger: Select "Note Added" from the list of available triggers.
3. Name Your Trigger: Enter a descriptive name for the trigger, such as "Note Added."
4. 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.

  

<table border="1" cellpadding="0" cellspacing="0" dir="ltr" style="max-width: 100%; font-weight: 400; text-align: start; width: 0px"><colgroup><col width="100"><col width="506"><col width="100"></colgroup><tbody><tr><td style="min-width: 5px; font-weight: normal; text-align: center">Value</td><td style="min-width: 5px; font-weight: normal; text-align: center">Description</td><td dir="ltr" style="min-width: 5px; font-weight: normal; text-align: center">Mandatory</td></tr><tr><td style="min-width: 5px; font-weight: normal">Choose a Workflow Trigger</td><td dir="ltr" style="min-width: 5px; font-weight: normal">Select "Note Added" from the dropdown.</td><td style="min-width: 5px; font-weight: normal">Yes</td></tr><tr><td style="min-width: 5px; font-weight: normal">Workflow Trigger Name</td><td style="min-width: 5px; font-weight: normal">Enter a name for your trigger, e.g., "<span dir="ltr" style="font-weight: 400; text-align: start">Note Added</span>"</td><td dir="ltr" style="min-width: 5px; font-weight: normal">Yes</td></tr><tr><td style="min-width: 5px; font-weight: normal">Filters</td><td dir="ltr" style="min-width: 5px; font-weight: normal">Specify conditions to narrow down the trigger, such as Has Tag/ Doesn't Have tag</td><td dir="ltr" style="min-width: 5px; font-weight: normal">No</td></tr></tbody></table>

**Step-by-Step Guide**

-   Navigate to Workflow Triggers
-   Choose a Workflow Trigger: Select "Note Added" from the list of available triggers.
-   Name Your Trigger: Enter a descriptive name for the trigger, such as "Note Added."
-   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. 

## Example : Haircut Note Notification

**Scenario:** A Saloon wants to ensure that any note labeled "Haircut" triggers an immediate internal notification to the saloon manager.

#### **Trigger Setup:**

-   **Trigger:** Note Added
-   **Name:** Haircut Note Alert
-   **Filter:** Note contains the tag "Haircut"

#### **Workflow Actions:**

1.  **Notification:** Send an internal notification to the saloon manager with the content of the note.
2.  **Task Creation:** Automatically create a task for the saloon manager to review the note.

**Outcome:** This automation ensures that any note mark

![Workflow Actions: (image 2 of 2)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031736934/original/bKUxyiduXUe2DVglxJlbSFVAoBDXO8blGA.png)

**Workflow Actions: (image 2 of 2)**

This screenshot appears in the "Workflow Actions:" section of "Trigger - Note Added -> Workflow Trigger - Note Added". The text alongside this image reads: Outcome: This automation ensures that any note mark.
- What this covers: Outcome: This automation ensures that any note mark

Full procedure:

1. Notification: Send an internal notification to the saloon manager with the content of the note.
2. Task Creation: Automatically create a task for the saloon manager to review the note.

ed as "Haircut" is immediately flagged for the saloon manager’s attention, enabling prompt action and improving response times for critical issues.

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