Add Notes for Workflow Automation

Ofek Ittah
Ofek Ittah Member Posts: 4 VERIFIED MEMBER
5 Up Votes Photogenic First Anniversary
edited July 2022 in Ideas and Product Feedback #1

Would be great to be able to create new notes via the workflow automation :)

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  • Andreia Freixo
    Andreia Freixo Posts: 170 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited October 2021 #2

    Hi!

    Thank you for reaching us with your feedback, it's truly appreciated :)

    You are correct in saying that for the moment this is not possible (except for activity notes) but I can completely understand how this might be useful in some cases. Your feedback has been forwarded directly to our product team through an internal channel, so I can ensure you that it is valued and taken into consideration.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Have a great day,
    Andreia

  • Jamie Pride
    Jamie Pride Member Posts: 31 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Likes Name Dropper
    #3

    Agree - this would be very useful. Especially for creating call scripts.

  • PipeDriver
    PipeDriver Member Posts: 21 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes Name Dropper
    #4

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

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