Workflow Automation - Add a note to record
Mike Rogers
Member Posts: 4
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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