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Contact Updated Trigger

The "Contact Updated" trigger automatically starts a workflow whenever an existing contact is updated in Exabloom.

By default, this trigger activates for any update made to a contact. However, in most cases, you’ll want to apply filters to control when the workflow should actually run.

Common Configurations​

1️⃣ Triggering When a Specific Field is Updated​

Sometimes, you only want the workflow to run when a specific contact field changes (e.g., status, tags, or phone number).

✅ Example: Trigger workflow when a contact's "Membership" custom field changes to "VIP"

  • This ensures that the workflow runs only when a contact is marked as a VIP, avoiding unnecessary triggers for other updates.

2️⃣ Triggering for Specific Tag Updates​

If you only want the workflow to trigger when a contact gains or loses a certain tag, you can set up a condition:

✅ Example: Only trigger when the tag "new-lead" is added

  • This prevents updates unrelated to lead qualification from triggering the workflow.

3️⃣ Filtering for Testing Purposes​

If you are testing the workflow, you may want only specific contacts (such as your own) to trigger it.

✅ Example: Only trigger when the phone number matches yours

  • Make sure there are no spaces and no plus sign in the number.

Best Practices​

  • Always use filters to avoid triggering the workflow for every small update.
  • Test with a sample contact before deploying to all users.
  • Combine multiple conditions if necessary to fine-tune when the workflow should activate.

By configuring the "Contact Updated" trigger properly, you can ensure that your workflows only run when truly necessary, improving automation accuracy. 🚀