Note Resolved Trigger¶
Article Description: Learn how to use the “Note Resolved” Trigger!
Overview¶
The Note Resolved trigger activates when a previously added note is marked as resolved. This is useful for tracking completed tasks, notifying team members, and updating external systems based on note resolutions.
Use Cases¶
- Internal Alerts: Notify relevant team members when a note is resolved.
- Task Management: Mark tasks as complete in external project management tools.
- CRM Updates: Change the status of CRM entries based on note resolution.
- Automated Follow-Ups: Trigger a follow-up message or email when a note is resolved.
Trigger Conditions¶
Customize the trigger using the following conditions:
- Resolved by: Activate when a specific user or role resolves the note.
- Related Item Status: Trigger only if the associated conversation, ticket, or CRM entry is in a certain state (e.g., open, pending, closed).
- Resolution Tags: Only trigger for notes marked with a particular tag upon resolution.
- Resolved At: Trigger based on the timestamp of when the note was resolved.
Example workflow¶
Scenario: Notify a Supervisor When a Critical Note Is Resolved¶
- Trigger: A note is marked as resolved.
- Condition: If the note contains “urgent” or “high priority.”
- Action: Send an email notification to the supervisor.