Creating and Using 3rd Party Note Workflows

  • Updated

This article provides a comprehensive guide on how to create and use 3rd party workflows in BigChange Notes These workflows, attached to a note, can be utilised for various purposes, including enquiries.

Creating a Note Workflow

To create a note workflow, follow these steps:

Navigate: Profile icon > Admin settings > Contacts & notes [side menu] > Note Workflows
Add a new Workflow. Your completed Workflow may look something like this:

Notes - 17.png

Notes - 18.png
Creating a Note Type for a 3rd Party Note Workflow

To create a note type, follow these steps:

  • Navigate: Profile icon > Admin settings > [Contacts & notes] Note types > Add
  • Ensure that you select the note workflow that you created in the previous steps from the drop-down menu in the Default workflow field.
  • Select "Ok" to save.

Notes - 19.png

Creating a Template for your 3rd Party Note Workflow

To create a template, follow these steps:

  • Navigate: Profile icon > Admin settings > [side menu] Account > Templates
  • Once your template is complete, select "Save & Close"

Notes - 20.png

  • Re-open the template you have just created, select the Usage tab, followed the Add icon at the bottom of the form. Select "Email" as the Default format and Alert – Email as the Type. Select Save.

Notes - 21.png

Create an Alert for your 3rd Party Note Workflow

To create an alert, follow these steps:

  • Select "Alerts" from the top menu in BigChange, followed by "Create a new alert"
  • Complete the form, ensuring that you select the Template that you created in the previous step from the drop-down menu, in the Email body template field.

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Using the Note Type for your 3rd Party Note Workflow

When the note type you have created is used, your resource will complete the Workflow in the Note.

Notes - 23.png The customer will automatically receive an email containing the agreed information.Notes - 24.png

When they select the link in the email, they will be taken to a confirmation form.

Notes - 25.pngOnce they have completed and saved it, a copy of their response will appear at the top of the Notes Workflow.

Notes - 26.png

Creating and using 3rd party workflows in BigChange can streamline your processes and improve customer interaction. By following the steps outlined in this guide, you can effectively create a note workflow, note type, template, and alert. This will enable your customers to receive automatic emails and provide their responses, enhancing your service delivery.