Workflow Automation - Add a note to record

Mike Rogers
Mike Rogers Member Posts: 3 VERIFIED MEMBER
First Comment 5 Up Votes
edited July 2022 in Ideas and Product Feedback #1

Currently there is no way for workflow automation to add a note to the record.  Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search.  

It seems this ability to automatically add a note would have other uses also.

This is loosely related to this post: https://community.pipedrive.com/post/create-workflow-automations-with-notes-611ce07a2132858488205e39

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  • PipeDriver
    PipeDriver Member Posts: 22 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes Name Dropper
    #2

    Agreed this is necessary - can't add notes from lead/deal or create new notes as part of the automation

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 150 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #3

    Hi @Mike Rogers and @PipeDriver - notes are now part of automations (has been for a while now, but your initial request is from 2021).

    We use notes a lot to trigger make actually, since automation webhooks are still unusable and using webhooks for deals/contacts is often an overkill on executions. What we do is creating a note in a workflow automation with a preset text, then using a general webhook for note.created events, which is far less than other object updates. We then parse the notes and process them accordingly in make.

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