Add Notes Action Enhancements: Now with Titles & Note colours

What's new? The Add Notes workflow action now supports the latest contact note enhancements: note title and note colour.

How it works For contact notes, workflows can now create richer notes with an optional title and selected note colour. Existing workflows continue to work because the new fields are optional.

How to use it Open a workflow and add or edit the Add to Notes action. Add a note title and note colour as needed. Save and publish the workflow.

Why we built it This keeps workflow-created notes consistent with the updated Contacts notes experience, so teams can add more context and organise notes visually.

Additional Notes This update does not affect any of your existing notes. Note title and colour are optional.

Preview