With the Add to Notes workflow action, you can add a note to the contact record. Use this action to add notes to a contact record that can be shared with other assigned users to grasp information about content you’d like to share.
Start by adding a suitable Trigger to the workflow. You can add other actions that fit the task before clicking the “+” icon to search and add the “Add To Notes” action.
Add Note #
Enter a Title for easy identification. In the Notes section, enter the information that could be beneficial to other users assigned to that contact.
Custom Values & Trigger Link #
When adding notes, you can enhance them with Custom Values and Trigger Links. Click the tag icon to insert custom values like {{contact.name}} or {{user.email}}, which automatically pull personalized details. Use the lightning bolt icon to add trigger links for embedding actionable links. These tools make your notes more detailed, specific, and functional for seamless collaboration.
Formatting Tools #
Undo or redo actions, or use the other styling tools to enhance the appearance of your message. You can also select a color for your notes background.
Save Action #
Always remember to save the action.
The Add to Notes action simplifies communication by allowing important details to be recorded and shared among team members. Whether using custom values for precision or simply adding relevant information, this feature helps ensure all assigned users stay informed.
Frequently Asked Questions #
What does the Add to Notes action do? #
It adds a note to a contact record from within a workflow, so important details can be recorded and shared with other assigned users.
What information should I include in a note? #
Add a title for identification and any details in the Notes section that would be beneficial to other users assigned to that contact.
Can I personalize the note content? #
Yes. You can insert custom values such as {{contact.name}} or {{user.email}} using the tag icon, and add trigger links using the lightning bolt icon.
Can I style the note? #
Yes. Formatting tools let you undo/redo and apply styling, and you can select a background color for the note.
How do I add the Add to Notes action? #
Add a trigger to the workflow, then click the “+” icon, search for “Add To Notes,” and configure the note.
Do I need to save the action? #
Yes. Always save the action so the note is added when the workflow runs.
