Action - Add to Notes

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

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:

1. Appointment Booked: The contact will enter the workflow when they have booked an appointment.

Workflow Actions:

1. Add to Notes: Add the details in the text editor using the details from the custom value picker.
2. 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.