Note Added Follow

The Note Added trigger initiates the flow when a note is added to a record.

Topics Covered:

• How to Configure the Note Added Trigger
• Practical Example

How to Configure the Note Added Trigger

• While creating the Trigger Based Flows select Note Added trigger.

• Once selected, you would then need to configure the block.
• As you click on the block, a pop will open to add following details.
  • Name: Provide a descriptive name for the trigger to understand the purpose of Flow
  • Description: Write a brief explanation outlining the trigger's role in the flow, helping to clarify its function and how it contributes to the automation.
  • Triggering Module: Choose the specific module where the trigger will be applied, indicating which module's records will activate the flow.
• After entering all the required details, click Save.

Practical Example

• As a manager, review recent conversations with high-value accounts. If a salesperson hasn’t added a note for their last conversation with a client, add a “Pending Note” tag to the record.
• This tag assigns a to-do to the record owner, reminding them to add the conversation note.
• Once the salesperson adds the note, the tag is automatically removed.
• An email summary is then sent to you to confirm the update details.