The Add to Notes workflow action lets you add a note to a contact record. Use it to share useful information with other users assigned to that contact.

Start by adding a suitable Trigger to the Workflow. You can add other actions before clicking the "+" icon to search for and add the "Add To Notes" action.

Add Note

Enter a Title for easy identification.

In the Notes section, enter the information you'd like other users assigned to that contact to see.

When adding notes, you can enhance them with Custom Values and Trigger Links. Click the tag icon to insert custom values like {{contact.name}} or {{user.email}}, which pull in personalised details automatically. Use the lightning bolt icon to add trigger links, such as {{trigger_link.AE3ghN6TYHJOI4dKBZ3}}, to embed actionable links. These tools help make your notes more detailed and useful for everyone involved.

Formatting Tools

Undo or redo actions or use the other styling tools to enhance the appearance of your message.

Select a colour for your notes background.

Save Action

Always remember to save the action.

The Add to Notes action makes it easy to record and share important details with your team. Whether you're using custom values for precision or simply adding relevant information, it helps keep all assigned users in the loop.