Using the Contact Changed Workflow Trigger

Introduction

In Gymini, the Contact Changed Workflow Trigger is a powerful tool that enables you to automate actions in response to alterations made to a Contact Record. This guide will introduce you to the functionalities of this trigger and how to utilize it in your workflows

Overview of the Contact Changed Workflow Trigger

The Contact Changed Workflow Trigger springs into action when there are modifications in a Contact Record. These changes can encompass a variety of aspects including:

  • Tags: Being added or removed from the contact.

  • DND (Do Not Disturb): Being activated or deactivated for a contact.

  • Contact Assignment: A contact being assigned or reassigned to a user.

  • Custom Fields: Being populated or changing to a specific value.

Setting Up the Contact Changed Workflow Trigger

To set up this trigger in your workflow, follow these steps:

  1. Access the Workflow Builder: Navigate to the Workflow Builder in your Gymini account.

  2. Create or Edit a Workflow: Start a new workflow or edit an existing one where you want to implement the Contact Changed Workflow Trigger.

  3. Add the Trigger: In your workflow, add the Contact Changed Workflow Trigger to initiate automated actions based on the changes in the Contact Record.

  4. Configure the Trigger: Define the specific changes in the Contact Record that should trigger the automated actions. You can set it up to respond to changes such as tag modifications, DND status alterations, reassignments, or custom field updates.

  5. Save and Publish: After configuring the trigger with the necessary settings, save and publish your workflow to activate it.

Utilizing the Trigger in Your Workflows

With the Contact Changed Workflow Trigger set up, your workflow can now automatically respond to the defined changes in the Contact Record, enhancing the automation and responsiveness of your marketing strategies.

Conclusion

The Contact Changed Workflow Trigger in Gymini is a versatile tool that facilitates automation based on changes in the Contact Record. By understanding and utilizing this trigger, you can create more dynamic and responsive workflows, enhancing your marketing efficiency.

Last updated