Add note added as trigger for automations
In automations if you can please add an option under triggers for adding notes much like the trigger for Activities
Jennifer VanderMeer
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Linda Migliazzo
commented
An example would be a note, "Withdrawal Request Received". Once entered this could trigger the Withdrawal Received Workflow. This would prevent us from having to enter and clear an activity, which seems very redundant.
Another option would be to have a spot on the note where we could link the not to a WorkFlow Process.
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Jim Sexton
commented
This little improvement would substantially increase the value of workflows because most client-centric workflows are focused on client interaction, not changes. E.g. a check. If a client sends us a check, we make a note of it first, then follow our procedure for depositing and investing those funds. No names or addresses are changed; all client info remains static. So, when a check arrives, we have to launch the workflow from an activity, which doesn't make sense because the workflow is supposed to launch the activity. Please add "New Note" to the automation trigger list ASAP! Thanks.
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WAG-2445
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Evan Barnes
commented
This would be extremely helpful in improving office efficiencies!!!!!