Add Notes for Workflow Automation

Ofek Ittah
Ofek Ittah Posts: 4
Photogenic First Anniversary

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

2 votes

· Last Updated -


  • Andreia Freixo
    Andreia Freixo Posts: 190
    100 Comments Pipedrive Team
    edited October 2021 #2


    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,

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