Note Resolved Trigger
Learn how to use the “Note Resolved” Trigger!
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
Scenario: Notify a Supervisor When a Critical Note Is Resolved
- Trigger: A note is marked as resolved.
- Condition: If the note contains “urgent” or “high priority.”
- Action: Send an email notification to the supervisor.
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