Workflows: "Contact Created" Trigger | Voters

Workflows: "Contact Created" Trigger

Alessandro Cognigni

Trigger workflows not only when a Contact field is updated but also when a contact is created. And the possibility to choose the specific contact field, such as on steps.

Trigger workflow when "Contact has created and contact field X is equal to Y"

September 14, 2022

Nabilah Binti Salleh

Merged in a post:

Automated Template messaging once a new contact is created

VA @NPFITNESS

Once we create a new contact, there should be an automation to send templates to the new contact

March 5, 2024

Shi Hui

Hi Alessandro Cognigni, could you share more on your use case? For example: what kind of workflows you wish to trigger let's say we have "contact created" trigger? 😊

Alessandro Cognigni

Shi Hui: Hi Shi, I give you an example of my case: we send a "welcome" message to every person who sign up in our app. We have 5 different buyer personas and 5 different templates. It would be easier for me to trigger a workflow when "a contact is created" and then set up the branches "if is buyer persona X send this message", "if is buyer persona Y send this message", etc..

Shi Hui

Alessandro Cognigni: Understand your use case here. This trigger is definitely a helpful one. We will take this into consideration if we get to work on this feature.

Thank you for your feedback!

Alessandro Cognigni

Shi Hui: Thanks! It would be a killer feature