Automatically apply a tag (e.g., business-card-scan) or update a dedicated source field whenever a contact is created using the mobile app’s business card scanner, enabling users to trigger automated follow-up workflows immediately.

Key Requirements

Auto-Tagging: Ability to set a default or event-specific tag applied automatically upon scanning.

Workflow Trigger: Add a native workflow trigger for "Contact Created via Card Scanner."

Source Attribution: Automatically populate the contact source field as "Business Card Scanner."

Use Cases & Value

Instant Follow-Up: Trigger an automated "Great meeting you!" email or SMS sequence seconds after scanning a card at a trade show or networking event.

Lead Segmentation: Easily filter, list, and measure ROI on leads gathered specifically from live events.

Task Automation: Automatically assign scanned contacts to specific team members or create follow-up tasks on the spot.