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Tags

Tags are the building blocks of smart segmentation. Use tag-based triggers to start automations when clients are tagged or untagged. Automatically apply tags based on client behavior, form submissions, or pipeline stage — then use those tags to drive personalized follow-ups and targeted campaigns.

Category:CRM

Triggers

Tag Added

Triggered when a tag is added to a client.

Tag Removed

Triggered when a tag is removed from a client.

Actions

Add Tag

Adds tags to a client.

Remove Tag

Removes tags from a client.

Example Automations

Send email when tagged

Send a specific email when a VIP tag is added to a client.

When
TagsTag Added
Then
EmailSend Email

About Tags

Tags in moreflow let you organize and segment your client base for targeted automation. When a tag is added or removed, workflows fire instantly — sending emails, updating statuses, or notifying your team. Build sophisticated nurturing sequences based on client interests, engagement levels, or lifecycle stages using simple tag-based triggers.

Start automating with Tags

Build powerful workflows with Tags and all other moreflow integrations — no code required.