Workflow Trigger: Contact Created

The Contact Created Workflow Trigger will add a contact to this workflow whenever one is created. This can be a very helpful trigger for many applications such as customer onboarding processes and lead nurturing. This article will outline how to set up a workflow using the Contact Created Workflow Trigger.

Step 1: Start a new workflow or edit an existing one

Navigate to Automation on the left > Workflows on the top and create a new workflow or edit an existing one.

Step 2: Creating and Editing the Trigger

• Click “Add New Workflow Trigger”

• Select Contact Created in the Contact section of the Workflow Triggers Menu or use the search feature. This will open the Contact Created Trigger setup menu.

• (Optional) Change the Workflow Trigger display name under Workflow Trigger Name. 

Note: that this will only impact the trigger’s display name within the workflow builder and not the functionality.

• In its base form, any newly created contact will be added to this workflow, but you can filter this to only include specific contacts
  • Has Tag will only add contacts to this workflow that have a particular tag assigned to them
  • Custom Fields are also available to only include contacts that meet custom parameters that you have set up elsewhere.

Note: Custom fields would commonly be added to a form

• Press Save Trigger in the bottom right corner of the Trigger setup menu

Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Actions to be set into action by the trigger or you can leave this workflow without any actions.

Step 4: Press Save in the top right corner of your browser to save the workflow

• Enable Workflow: Ensure the toggle switch under "Save" is set to "Publish" to activate your workflow.
• Test Workflow: Use the "Test Workflow" button next to the "Publish" toggle switch to simulate the workflow and confirm its functionality.
• Review Testing Features: For a detailed overview of how to test your workflow, refer to our article, “Using the Testing Features in Workflows.”

Now your workflow is set up and ready to go with the Contact Created Workflow Trigger.

FAQs for Contact Created Workflow Trigger

1. What is the Contact Created Workflow Trigger?

The Contact Created Workflow Trigger initiates a workflow whenever a new contact is added to your system. It’s ideal for automating processes like customer onboarding, lead nurturing, and initial engagement.

2. How do I set up a Contact Created Workflow Trigger?

1. Start a Workflow:
   • Create a new workflow or edit an existing one.
2. Add New Trigger:
   • Click “Add New Workflow Trigger.”
   • Select “Contact Created” from the Contact section or use the search feature.
3. Configure Trigger:
   • Optionally, rename the trigger for easier identification within the workflow builder (this doesn’t affect functionality).
   • Use filters to specify which contacts should be included (e.g., by tag or custom fields).
4. Save Trigger: Click “Save Trigger” to finalize the setup.
5. Set Up Actions: Configure the actions that should be triggered when a new contact is added.
6. Save Workflow: Click “Save” and ensure the workflow is published and tested.

3. What filters can I apply to the Contact Created trigger?

• Has Tag: Limit the workflow to only include contacts that have a specific tag assigned.
• Custom Fields: Use custom fields to filter contacts based on parameters you have set up, typically added through forms.

4. Can I include all newly created contacts in the workflow?

Yes, by default, the Contact Created trigger will include all newly created contacts. You can apply filters if you want to target specific contacts.

5. How do I use tags with the Contact Created trigger?

To filter by tags:

• Use the “Has Tag” filter.
• Select the tag that should be associated with the contacts you want to include in the workflow.

6. How can I use custom fields with the Contact Created trigger?

To filter based on custom fields:

• Set up custom fields in your system.
• Use the “Custom Fields” filter to include contacts that meet the criteria specified in those fields.