Version 1.3.5+ of our Automations extension lets you Automatically tag contacts based on your triggers and conditions. You can add tags to contacts based on
- Transaction status
- Transaction name (contains)
- New Quote
- New Invoice
- New Contact*
Tagging on the “New Contact” Trigger
You can even setup an Automation to tag contacts based on the contact conditions. This will work for all sources of addition, expect for when you add a contact manually.
When adding manually, the tags you set on the contact page is what is added to the contact (and automation tag rules will be skipped).