Add To Notes

Created by Ezra Weinstein, Modified on Thu, 01 Sep 2022 at 09:28 AM by Ethan Harris

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.

 

  Without both, you will only be able to save the workflow, not publish it.

 

This action adds a Note to the Contact Record.

 

 
Add Note

 

You can add a note to the contact record here.

 

 
Custom Values

 

You can also make use of the custom values when adding notes within the workflow.

 

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