Using the Contact Changed Workflow Trigger

Using the Contact Changed Workflow Trigger

Within the Workflow builder, the “Contact Changed” workflow trigger allows you to automate actions when a contact record is modified. You can trigger events in a Workflow when a contact record is changed based on the following items: 

  • Tags being added
  • Tags being removed
  • DND being activated or removed
  • Contact being assigned to a user, or reassigned to a user
  • Custom field being populated
  • Custom field changing to something specific

Follow these simple steps to use this Workflow Trigger:

  1. In the Workflow, click to add a Trigger.
  2. Choose “Contact Changed” as the Workflow Trigger.
  3. Select a filter from the dropdown menu.
  4. Save Trigger to add to the Workflow.

    • Related Articles

    • Using the Wait Action in the Workflow Builder

      Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of a Workflow. This can be useful for many reasons, from appointment bookings/reminders, to follow ups, and more. Now, let’s take a look at ...

    • List of Workflow Triggers

      Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options: Appointments Appointment Status: runs on all appointment status updates Customer ...

    • Using a Workflow and Smart List To Track Failed SMS Contacts

      If you are sending SMS communications in LANA, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to call or email them to confirm their mobile number for SMS communications.) You can ...

    • Using The DND Feature

      The DND “Do Not Disturb” feature allows you to maintain Contact records, staying in communication with your Contacts as they wish for you to do so. You may have contacts who unsubscribe from emails or SMS communications, but you still want to keep ...

    • Using the Bulk Action Features

      Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how to ...