New Note Trigger
Learn how to use the “New Note” Trigger!
The New Note trigger is activated every time any chat has a new note added to it
Overview
The New Note trigger allows you to automate workflows whenever a new note is added to a conversation. This trigger is useful for tracking important updates, notifying team members, or integrating notes with external systems.
To learn more about how to add and use notes, click on this link
Use Cases
- Internal Notifications: Alert team members when a new note is added to a high-priority conversation.
- CRM Updates: Automatically update CRM records when a new note is logged with certain keywords.
- Ticket Escalation: Trigger an escalation workflow if a note contains specific keywords.
- External Syncing: Sync notes with third-party tools like Google Sheets, Slack, or a project management app.
Trigger Conditions
You can customize the trigger with the following conditions:
- Note Content: Contains specific words or phrases.
- Author: Notes added by specific users or roles.
- Conversation/Ticket Status: Trigger only if the associated item is open, pending, or closed.
- Tagged Notes: Only activate for notes with a specific tag.
Example workflow
Scenario: Notify a Manager When a Critical Note is Added
- Trigger: New Note is added.
- Condition: If the note contains "urgent" or "escalate".
- Action: Send a Slack notification to the manager.
- Action: Send an in-notification to teammate on ChatDaddy
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