Contents
1. Before You Start
2. Open Workflow Settings
3. Add the "Add Tags" Action
4. How It Behaves
5. Frequently Asked Questions
1. Before You Start
You will need:
An administrator account with access to workflow settings.
A module you want to tag records in (for example Contacts, Leads, or Accounts). The tag names you want to apply (you can type new ones or reuse existing tags).
Access requirements: Workflow settings are available to administrators under CRM Settings. The Add Tags action appears for every module that supports workflows.
If you don't see the Workflows area or the Add Tags action, contact Dazos support to confirm it is enabled for your instance.
2. Open Workflow Settings
From the CRM, go to Settings → CRM Settings → Automation → Workflows.
Here you can create a new workflow or open an existing one. For each workflow you choose the module it applies to, when it should run (the trigger), and any conditions that a record must meet.
3. Add the "Add Tags" Action
Open a workflow, go to its Actions section, click Add Action, and choose Add Tags. Fill in the form:
Field | Description | Example |
Action Title | A short name so you can recognize this action in the workflow. | Tag as reviewed |
Tags | One or more tag names to apply. Separate multiple tags with commas. Required. | Follow Up, VIP, Reviewed |
Then:
1. Click Save to save the action.
2. Save the workflow itself.
Tip: You can type tags that don't exist yet — the CRM creates them automatically and makes them visible to everyone. Leaving the Tags field empty is not allowed; you'll be asked to enter at least one tag.
4. How It Behaves
Once the workflow is active, the tags are applied automatically whenever a record meets the workflow's trigger and conditions.
Behavior | What to expect |
Existing tags | Kept as-is. The action adds your tags on top of any the record already has. |
Repeat runs | Safe. If the workflow runs again on the same record, no duplicate tags are created. |
Multiple tags | All tags in the list are applied in one go. |
Where they appear | In the record's Tags section, the same place manual tags show. |
Important: This action only adds tags — it never removes tags a record already has.
5. Frequently Asked Questions
Q: Can I apply more than one tag at a time? Yes. Type them in the Tags field separated by commas, e.g. Follow Up, VIP, Reviewed .
Q: What if the tag doesn't exist yet? It's created automatically the first time the workflow runs, and it's made public so everyone can see it on the record.
Q: Will running the workflow again create duplicate tags? No. If a tag is already on the record, it is left as-is — you won't get duplicates.
Q: Does this remove or replace the record's current tags? No. The action only adds tags. Existing tags are always preserved.
Q: Which modules support this? Any module where workflows are available — for example Contacts, Leads, and Accounts.
Q: How do I stop applying a tag? Edit the workflow and remove (or deactivate) the Add Tags action. Tags already applied to records remain until you remove them manually.
Need Help?
If you run into issues:
1. Confirm the workflow is active and its trigger/conditions match the records you expect.
2. Open a test record and check its Tags section after the workflow runs. 3. Contact Dazos support with the workflow name and reference CRM-2949.