TABLE OF CONTENTS
Overview
The "Add to Notes" action allows you to insert specific notes directly into a contact's record. This is essential for keeping track of important details about a contact or any custom information that might be relevant for future reference.
Action Name
Add to Notes
Action Description
- This action enables the addition of custom notes to a contact's record. These notes can include any information that may help in future interactions, such as specific requests, follow-up actions, or personal details shared by the contact.
- Custom values can also be added in the notes using the custom value picker.
- The added notes will be visible in the contact details under the "Notes" Field.
Action Details
Step by Step Guide
- Choose the Action Type: Select "Add to Notes" from the list of available actions.
- Name Your Action: Enter a descriptive name for the action, such as "Add Notes."
- Add the Note: Type the note in the text editor that you want to add to the Contact.
- Custom Values: You can use any custom values using the custom value picker.
- Trigger links: Trigger links can also be added in the notes using the "Trigger Links" icon.
Example
Add a note when customer books an appointment
Scenario: A business wants to add a note with the contact and appointment details when an appointment is booked.
Workflow Setup:
- Trigger: Appointment Booked
- Action: Add to Notes
- Fields: Text Editor
Workflow Trigger:
- Appointment Booked: The contact will enter the workflow when they have booked an appointment.
Workflow Actions:
- Add to Notes: Add the details in the text editor using the details from the custom value picker.
- Send Internal Notification: Send an internal notification to the team.
Outcome: This ensures that the Note is added and can be viewed under the "Notes" section for each contact.