Contact Created

Created by Belinda Henry, Modified on Fri, Jul 7, 2023 at 4:21 PM by Belinda Henry

This allows you to cause something to happen when a contact record is created. It is fairly limited but still useful.

This will trigger either when a contact is created in general, or when a contact is created and a tag is added

To use the Call Status Trigger, simply go into Automation -> Workflows and click, "Create New Workflow". (1)

Then choose "Contact Created". Afterwards, you can choose the filters or conditions under which the trigger will fire. (2, 3)