Contact Created

Modified on Thu, 04 Aug 2022 at 03:40 PM

***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it***


Trigger Location




Add Filters


Has Tag

Select a tag from the CRM. When a tag is allocated to the contact's workflow, the workflow will only be triggered based on the specific tag.



Custom Field

When you have a form on your website and a custom field assigned to it that collects data, you can select the custom field and the workflow will only trigger when a contact submits data.




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