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Pre-Built Workflow: Add Note After Campaign Email Sent

Automatically add a note to a customer or invoice after a campaign email is sent

Updated over a week ago

Overview

The Add Note After Campaign Email Sent workflow automatically adds a note to a customer or invoice after a campaign email is sent. This provides clear visibility into communications and keeps your records up-to-date without manual effort.

How It Works

  • When a campaign email is sent, a note is automatically added to the corresponding customer or invoice.

  • The note can help your team quickly understand recent communication activity without searching through email history.

Setup Steps

  1. Go to the Workflows Gallery.

  2. Find Add Note After Campaign Email Sent and click Use Workflow.

  3. Click Publish Workflow.

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Easily document customer communications and keep everyone aligned with automatic notes!

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