Configuring "Contact" trigger nodes

Start a flow based on contact details changes

Written By Ray Tang (Administrator)

Updated at September 3rd, 2025

The Contact trigger nodes allow you to start an automation flow whenever there are updates to a contact’s profile, labels, or lists. By configuring these triggers, you can automatically follow up, assign tasks, or update workflows without manual effort.

This helps you:

  • New contact added → Send a welcome message or assign the contact to a sales teammate
  • Profile updated → Personalize follow-up messages when a customer updates their email, phone, or preferences
  • Label or list changes → Automatically move contacts into new segments for targeted campaigns

 

ℹ️ Learn more about flow triggers and how to set up enrollment conditions in this article: Flow trigger overview

 

 

New contact added 

This trigger activates when a new contact is added to your SleekFlow account. Use it to automatically onboard new leads or customers, ensuring they’re welcomed and nurtured right away. Here are some example use cases:

  • Send a welcome message with next steps
  • Automatically assign the new lead to a sales rep for follow-up

Set up "New contact added" trigger node

  1. Click on the New contact added trigger node to open up its node form, which will appear on the right side of the screen

  1. The node form contains the following field for you to set up the trigger:
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

 

Contact property updated 

This trigger activates when an existing property is added or updated on a contact’s profile. It’s useful for segmentation, personalization, or routing changes as customer data evolves. Here are some example use cases:

  • If contact’s location has changed, update which regional team handles their requests

 

Set up "Contact property updated" trigger node

  1. Click on the Contact property updated trigger node to open up its node form, which will appear on the right side of the screen

 

  1. The node form contains the following field for you to set up the trigger:
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

 

Contact property date and time

This trigger runs based on a date or time field in a contact’s profile. Ideal for automating time-sensitive workflows like reminders or renewals. Here are some example use cases:

  • Send birthday or anniversary greetings automatically
  • Remind a customer about an upcoming appointment one day in advance
  • Trigger renewal reminders 7 days before a contract end date

Set up "Contact property date and time" trigger

  1. Click on the Contact property date and time trigger node to open up its node form, which will appear on the right side of the screen

  1. The node form contains the following fields for you to set up the trigger:
  • Setup tab
    • Contact property: Select which contact property will be used as the reference point for this trigger
    • Trigger date: Decide whether the trigger should activate on the exact contact property date, or set it to trigger before or after that date. 

  • Trigger time: Configure whether the trigger should execute at the time specified in the contact property or at a custom time.
    • Exactly on property time: The trigger will run at the exact time stored in the selected contact property
    • Before property time: The trigger will run a specified amount of time before the contact property time (e.g., 1 hour before an appointment)
    • After property time: The trigger will run a specified amount of time after the contact property time (e.g., 2 days after a subscription start date)
    • Custom time: The trigger will run at a fixed, user-defined time, independent of the contact property value
  • Repeat: Configure whether the trigger should run only once or on a recurring schedule. 
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

 

Label added 

The trigger is used to initiate a workflow when a specific label is added to a contact. You can use this to automate actions based on customer interaction, conversation topics, or any other relevant criteria. Here are some example use cases:

  • If a “VIP” label has been added to a contact, route them to a priority flow and notify your account manager.

ℹ️ Learn more about labels in this Help Center article: Contact label management

 

 

Set up "Label added" trigger

  1. Click on the Label added trigger node to open up its node form, which will appear on the right side of the screen

  1. The node form contains the following fields for you to set up the trigger:
  • Setup tab
    • Label: Select the label(s) that will trigger the flow when they are added to a contact or conversation. If you select multiple labels, the system will use an OR condition, this means the flow will be triggered when a contact has any one of the selected labels.
       
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

 

Label removed 

This trigger activates when a label is removed from a contact or conversation, helping you adjust workflows dynamically as customer circumstances change. Here are some example use case:

  • If the label “Trial user” is removed, enroll them into a Customer onboarding flow.

Set up "Label removed" trigger

  1. Click on the Label removed trigger node to open up its node form, which will appear on the right side of the screen

  1. The node form contains the following fields for you to set up the trigger:
  • Setup tab
    • Label: Select the label(s) that will trigger the flow when they are removed from a contact or conversation. If you select multiple labels, the system will use an OR condition, this mean the flow will be triggered when a contact has any one of the selected labels.
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

 

Added to list 

This trigger activates when a contact is added to a specific list. It’s a powerful way to initiate campaigns or keep contacts organized. Here are some example use case:

  • When a contact is added to a “Online webinar list”, send them the event details and reminders
  • If added to a “Sales prospect list”, notify the assigned sales rep

 

Set up "Added to list" trigger

  1. Click on the Added to list trigger node to open up its node form, which will appear on the right side of the screen
  2. The node form contains the following fields for you to set up the trigger:
  • Setup tab
    • List: Select the list(s) that will trigger the flow when a contact is added to it. If you select multiple lists, the system will use an OR condition, this means the flow will be triggered when a contact is added to any one of the selected lists.
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

 

Removed from list 

This trigger activates when a contact is removed from a list, allowing you to clean up records or adjust engagement automatically. Here are some example use case:

  • When removed from “Event registrants list”, stop sending event reminders
  • If a contact is removed from a “VIP list”, update their communication flow accordingly

Set up "Removed from list" trigger

  1. Click on the Removed from list trigger node to open up its node form, which will appear on the right side of the screen
  2. The node form contains the following fields for you to set up the trigger:
  • Setup tab
    • List: Select the list(s) that will trigger the flow when a contact is removed from it
  • Filter tab
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow. 

With these triggers, your flows always stay in sync with customer data, making sure communications and tasks adapt automatically to every change.