Documentation Index
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Fires when a tag is added to or removed from a contact. This is one of the most flexible triggers — use it to start campaigns, run onboarding sequences, or react to status changes.
When it fires
The trigger fires immediately when:
- A tag is added to a contact (manually, via API, or from another workflow)
- A tag is removed from a contact
You configure whether the workflow responds to additions, removals, or both.
Configuration
Tag event
Choose the event type:
| Event | Description |
|---|
| Tag Added | Fires when a tag is added to a contact |
| Tag Removed | Fires when a tag is removed from a contact |
Tag filter
Select which tags should trigger the workflow:
| Setting | Description |
|---|
| Specific tags | Select one or more tags from the dropdown. The workflow only fires when one of these tags is added/removed. |
| Any tag | Leave the tag filter empty. The workflow fires on any tag change. |
Examples
Only fire on “hot-lead” tag:
- Event: Tag Added
- Tag: Select “hot-lead” from dropdown
Fire when any tag is removed:
- Event: Tag Removed
- Tag: Leave empty (matches all)
Fire on multiple tags:
- Event: Tag Added
- Tags: Select “interested”, “qualified”, “ready-to-buy”
Data available
| Variable | Description | Example |
|---|
{{contactId}} | The contact’s ID | a1b2c3d4-... |
{{firstName}} | Contact’s first name | John |
{{lastName}} | Contact’s last name | Doe |
{{phone}} | Contact’s phone number | +14155551234 |
{{email}} | Contact’s email | john@example.com |
{{trigger.tag.id}} | The tag’s ID | t1a2b3c4-... |
{{trigger.tag.name}} | The tag’s name | hot-lead |
{{trigger.tag.mode}} | Whether it was added or removed | added |
Deduplication
Uses the contact ID + tag ID as the dedup key. Default window: 5 minutes. If the same tag is toggled on and off quickly, only the first event triggers the workflow.
Use case examples
Start outreach when tagged “hot lead”
A sales rep tags a contact → the agent calls them automatically.
- Trigger: Contact tagged → Tag Added → “hot-lead”
- Action: Voice call — Sales agent
- Action: Condition — Check call outcome
- Outcome = no_answer: Send SMS — “Hi
{{firstName}}, I just tried to reach you. When’s a good time to chat?”
- Outcome = voicemail: Wait 4 hours → Voice call retry
- Default: Update contact — Add “contacted” tag
Onboarding drip sequence
New customer tagged → send a series of emails over several days.
- Trigger: Contact tagged → Tag Added → “new-customer”
- Action: Send email — Welcome email
- Action: Wait — 1 day
- Action: Send email — Getting started guide
- Action: Wait — 3 days
- Action: Voice call — Onboarding check-in agent
Notify team when tag removed
When a VIP tag is removed, alert the team.
- Trigger: Contact tagged → Tag Removed → “vip”
- Action: Slack message — “
{{firstName}} {{lastName}} is no longer a VIP. Tag was removed.”
- Action: Send webhook — Update CRM status
