Add To Notes - CRM Actions

Modified on Fri, 5 Aug, 2022 at 10:28 AM

***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it***


This action adds a Note to the Contact Record.



Add Note

You can add a note to the contact record here.



Custom Values

You can also make use of the custom values when adding notes within the workflow.



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