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:

  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.