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How to Create a New Contact Note Trigger in Zapier

Contact note trigger events can be used automate customer communications by sending email directly from ReadyCloud or even opening new tickets on behalf of a customer in your favorite help desk software.

To trigger a new contact note Zap, follow these simple steps:

1. Simply select ReadyCloud and New Contact Note as your Trigger.

2. Next, select an integration where you would like to send new ReadyCloud contact notes such as Gmail, HelpScout, or a different help desk.

3. Lastly, add the ReadyCloud contact note information you would like to send as an email to the customer or even create a new ticket in your help desk.

Need Even More Tips?

Need some more help? We’re here to answer your questions and assist you with getting started. Don’t hesitate to reach out to us via email at: [email protected]readycloud.com. Or you can contact us tollfree at: 877-818-7447. You’ll also find a wealth of videos and how-to guides in our Demos section.

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