The Contact Changed workflow trigger activates whenever specific details of a contact—such as Tags, Assigned Users, Do Not Disturb (DND) status, or Custom Fields—are updated. This feature automates actions or notifications to keep your team informed and ensure efficient contact management.
Adding the Contact Changed Trigger
To get started, click on Add New Trigger and select Contact Changed. This trigger allows you to stay on top of contact updates and automate responses based on specific changes.
Adding Filters
To begin, click on "Add Filters". Within the Standard Fields, you can choose between Assigned User, DND, and Tag.
Assigned User
Has Changed: The first filter “Has Changed” triggers the workflow when the assigned user for contact is altered, regardless of who the newly assigned user becomes.
Has Changed To: When you select the "Has changed to" filter, this workflow will ONLY run when the specified user is assigned to a contact. For example, if the previously assigned user was John Doe, you can add the user John to this filter and ONLY run this workflow when John is assigned to a contact.
DND
The DND feature is an opt-out for contacts who want to be removed from all communication services. This occurs when a customer requests to unsubscribe from such services.
Has Changed: When you select the "Has changed " filter option, this workflow will trigger when the DND status of a customer changes. The status can change to "DND enable" or "DND disable."
Has Changed To: When you select the "Has changed to" filter option, this workflow will trigger when the DND status of a customer changes to the specific DND option. For example, if you want to confirm with your team members when a customer opts out using the DND-enabled setting, you can fire this workflow ONLY when DND gets enabled on a contact record.
Tags
The Tags feature enables you to trigger a workflow only when you add or remove a tag from a contact. When you select the Tags filter, a new dropdown will appear for you to select Added or Removed.
After clicking on either “Added or Removed”, you will see a dropdown where you can select the specific tag. By selecting this option, you can target your workflow and ensure your team is notified of changes to a contact's tag.
Remember to Save the Trigger.
The Contact Changed workflow trigger simplifies contact management by automating actions based on updates to contact details. By leveraging filters like Assigned Users, DND, and Tags, you can enhance your workflows, improve team communication, and maintain accurate contact records.