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Jon Mountjoy_Jon Mountjoy_ 

Workflow/trigger on new note creation?


How do I create a workflow rule that will fire when a new note is attached to an object? (I'm using standard Notes & Attachment functionality)

Is there any other way to start an action if a new note is added? (I want to send an email whenever a new note is created and attached).

Hello Jon,

Unfortunately the Notes & Attachments object does not allow you to base workflow rules or triggers off of. I do not know of any work arounds for this either.