Start a Workflow When a Contact Tag Is Added or Removed

Tags are the simplest way to label Contacts, and they also make a handy remote control for automation. The Contact Tag trigger starts a workflow the moment a tag lands on a contact or is taken off one, so a single click in your Contacts list can kick off a whole sequence.

How the trigger behaves

The trigger watches for tag changes of any kind. Without a filter, it fires for both additions and removals. Add a filter to narrow it to one direction, and optionally to one specific tag, so your workflow only reacts to the labels you care about.

Ways a tag can change

Any of these will start a workflow that uses the trigger:

• Manually in Contacts: select one or more contacts, then use Add Tag or Remove Tag.
• By another workflow: a published workflow that reaches an Add Tag or Remove Tag action.
• From an outside tool: connected apps such as Zapier can add tags. They cannot remove them.
• During a CSV import: include a column headed "tags" (several tags can share one cell, separated by commas), or choose tags in the import's advanced options.

Set it up

1. Go to Automation > Workflows and open or create a workflow.
2. Click Add New Trigger and choose Contact Tag.
3. Under filters, pick Tag Added or Tag Removed.
4. Choose the tag name you want to react to.
5. Save the trigger, build your actions, and Publish the workflow.

Watch out for these situations

• Importing a CSV with duplicates turned off updates existing contacts, including their tags, which can fire the trigger for people who already existed.
• If a workflow adds a tag that triggers another workflow, make sure the two don't keep triggering each other in a loop.

Good to know: Use a dedicated "enrol me" tag per workflow, such as "start-onboarding", so your team can launch automation by tagging a contact instead of editing the workflow.