Using the Broadcast Trigger

The Broadcast trigger facilitates sending broadcast messages to multiple contacts simultaneously. This trigger allows you to efficiently communicate important updates, promotions, or announcements to a large audience, ensuring timely and consistent messaging across your contact base.

💡 Note: You can use all broadcast functionality from within message flows and also send follow up messages

Note Resolved Trigger

💡 Note: The Note Resolved trigger is activated every time any note has been resolved

Overview

The Note Resolved trigger activates when a previously added note is marked as resolved. This is useful for tracking completed tasks, notifying team members, and updating external systems based on note resolutions.

Use Cases

• Internal Alerts: Notify relevant team members when a note is resolved.

• Task Management: Mark tasks as complete in external project management tools.

• CRM Updates: Change the status of CRM entries based on note resolution.

• Automated Follow-Ups: Trigger a follow-up message or email when a note is resolved.

Trigger Conditions

Customize the trigger using the following conditions:

• Resolved by: Activate when a specific user or role resolves the note.

• Related Item Status: Trigger only if the associated conversation, ticket, or CRM entry is in a certain state (e.g., open, pending, closed).

• Resolution Tags: Only trigger for notes marked with a particular tag upon resolution.

• Resolved At: Trigger based on the timestamp of when the note was resolved.

Example workflow