Add Note
Module · Stable
Append a note to a contact, company, or deal (polymorphic).
Appends a freetext note to any contact, company, or deal. entity_type must be ‘contact’, ‘company’, or ‘deal’. note accepts a Jinja2 template rendered against the run context. created_by accepts an actor ID and defaults to the workflow actor when omitted.
When to use
Section titled “When to use”Use when an upstream step has produced an entity_id — from Find Contact, Create Contact, Create Deal, or a similar lookup — and you want to attach a structured or templated free-text note to that record. The note_id output can be referenced by downstream steps for audit or notification purposes.
When not to use
Section titled “When not to use”To change a field on the record (name, stage, owner), use Update Contact, Update Company, or Update Deal instead. To move a deal through the pipeline, use Move Deal Stage. To create a formal task with a due date and assignee, use Create Task rather than embedding task details in a note.
Inputs
Section titled “Inputs”Configured per use: entity_type, entity_id, note, created_by.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.