Workflow Automation - Add a note to record
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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Agreed this is necessary - can't add notes from lead/deal or create new notes as part of the automation
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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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