# Workflow - Ability to Create Notes

**URL:** <https://community.hubspot.com/t/workflow-ability-to-create-notes/14567>\
**Category:** Lists, Lead Scoring & Workflows\
**Tags:** workflows, object\
**Created:** [May 29, 2019, 7:19am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567 "2019-05-29T07:19:01Z")\
**Posts on this page:** 20\
**Page:** 6

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**Author:** ![Rezal](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rezal/32/27089_2.png) [@Rezal](https://community.hubspot.com/u/Rezal)\
**Post date:** [May 20, 2022, 1:50am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/101 "2022-05-20T01:50:00Z")

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I reckon this should be standard in Hubspot. Notes are realy useful but there are limited things you can do via workflows or even exporting notes

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<div class="post-metadata">

**Author:** ![JuanHilario\_AVO](https://avatars.discourse-cdn.com/v4/letter/j/e274bd/32.png) [@JuanHilario\_AVO](https://community.hubspot.com/u/JuanHilario_AVO)\
**Post date:** [May 20, 2022, 11:35pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/102 "2022-05-20T23:35:46Z")

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Agreed. After I send an automatic “Marketing Email” with some information including a Ticket Description, I’d like the system to leave a note with some info about that action…

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<div class="post-metadata">

**Author:** ![vc16](https://avatars.discourse-cdn.com/v4/letter/v/8dc957/32.png) [@vc16](https://community.hubspot.com/u/vc16)\
**Post date:** [May 24, 2022, 9:48pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/103 "2022-05-24T21:48:37Z")

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Would be awesome to create a note with the linkedin URL for the associated contact when a deal is created

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<div class="post-metadata">

**Author:** ![Rezal](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rezal/32/27089_2.png) [@Rezal](https://community.hubspot.com/u/Rezal)\
**Post date:** [May 25, 2022, 12:17am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/104 "2022-05-25T00:17:55Z")

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@vc16 it might be a better idea to create a custom field for your linkedin urls and populate it there. It will be easier to find and you can even have it in the default deal view access it easily. If you have it as a note and there are multiple notes you might need to scroll to find it, whereas having it in a custom field would have a static location and you can even use workflows on it as well.

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<div class="post-metadata">

**Author:** ![vc16](https://avatars.discourse-cdn.com/v4/letter/v/8dc957/32.png) [@vc16](https://community.hubspot.com/u/vc16)\
**Post date:** [May 25, 2022, 1:56am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/105 "2022-05-25T01:56:27Z")

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Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Seems so bizarre that we can only display Name, Title, email and phone number. So many fields we have to copy over to the deal level… because all the qualification prospecting data is captured at the contact level.

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**Author:** ![SarahMayo1](https://avatars.discourse-cdn.com/v4/letter/s/97f17d/32.png) [@SarahMayo1](https://community.hubspot.com/u/SarahMayo1)\
**Post date:** [May 27, 2022, 9:21pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/106 "2022-05-27T21:21:53Z")

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Please implement this! So valuable

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<div class="post-metadata">

**Author:** ![LFlow](https://avatars.discourse-cdn.com/v4/letter/l/a5b964/32.png) [@LFlow](https://community.hubspot.com/u/LFlow)\
**Post date:** [June 3, 2022, 6:35am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/107 "2022-06-03T06:35:52Z")

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Seems like a no brainer. Apart from making notes on progress, this would allow you to get around the inability to tag marketing emails against other objects in a workflow. Instead, simply add a note to the workflow that says ‘refer to contact x for automated email sent in relation to this object’.

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<div class="post-metadata">

**Author:** ![RGobar](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rgobar/32/29892_2.png) [@RGobar](https://community.hubspot.com/u/RGobar)\
**Post date:** [June 7, 2022, 2:20pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/108 "2022-06-07T14:20:43Z")

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Like everyone else here I would love to see this feature in the near future. Creating a task is not a functional fix.

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<div class="post-metadata">

**Author:** ![ELagneaux](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/elagneaux/32/69256_2.png) [@ELagneaux](https://community.hubspot.com/u/ELagneaux)\
**Post date:** [June 7, 2022, 2:22pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/109 "2022-06-07T14:22:24Z")

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+1

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<div class="post-metadata">

**Author:** ![jnix284](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jnix284/32/29_2.png) [@jnix284](https://community.hubspot.com/u/jnix284)\
**Post date:** [June 17, 2022, 1:55pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/110 "2022-06-17T13:55:29Z")

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agree this would be very helpful, customer meets X criteria, add note (and pin) to top of contact record would allow management and/or marketing to provide key insights to sales/service.

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<div class="post-metadata">

**Author:** ![KJonsson](https://avatars.discourse-cdn.com/v4/letter/k/82dd89/32.png) [@KJonsson](https://community.hubspot.com/u/KJonsson)\
**Post date:** [June 17, 2022, 1:55pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/111 "2022-06-17T13:55:41Z")

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I’m with everyone here, this should be a basic feature.

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<div class="post-metadata">

**Author:** ![CMcKay](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cmckay/32/80666_2.png) [@CMcKay](https://community.hubspot.com/u/CMcKay)\
**Post date:** [June 17, 2022, 2:08pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/112 "2022-06-17T14:08:35Z")

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I built this using custom code actions.

 ![CMcKay_0-1655474892901.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/0/4/0496e87616ddf7d0e19ba88335307e0abb950854.png)

```lia-code-sample
var http = require("https");

exports.main = async (event, callback) => {

function next(body){
 console.log(body.toString())
 //get the id from body by parsing with json
 var id = JSON.parse(body).id;
 console.log(event)
 options = {
 "method": "PUT",
 "hostname": "api.hubapi.com",
 "port": null,
 "path": "/crm/v3/objects/notes/"+id+"/associations/contact/"+event.object.objectId+"/202?hapikey="+process.env.HapiKey,
 "headers": {
 "accept": "application/json"
 }
};

req = http.request(options, function (res) {
 var chunks = [];

 res.on("data", function (chunk) {
 chunks.push(chunk);
 });

 res.on("end", function () {
 var body1 = Buffer.concat(chunks);
 console.log(body1.toString());
 });
});

req.end();

}

var options = {
 "method": "POST",
 "hostname": "api.hubapi.com",
 "port": null,
 "path": "/crm/v3/objects/notes?hapikey="+process.env.HapiKey,
 "headers": {
 "accept": "application/json",
 "content-type": "application/json"
 }
};

var req = http.request(options, function (res) {
 var chunks = [];

 res.on("data", function (chunk) {
 chunks.push(chunk);
 });

 res.on("end", function () {
 var body = Buffer.concat(chunks);
 console.log(body.toString());

 next(body)

 });
});

req.write(JSON.stringify({
 properties: {
 //use current time as the timestamp
 hs_timestamp: new Date().toISOString(),
 hs_note_body: event.fields.body,
 hubspot_owner_id: event.fields.hubspot_owner_id
 }
}));
req.end();

//use the callback
callback(null, {
 statusCode: 200,
 body:"Success!"
});

};

```

Let me know if you have any questions

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<div class="post-metadata">

**Author:** ![JWarren8](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jwarren8/32/51498_2.png) [@JWarren8](https://community.hubspot.com/u/JWarren8)\
**Post date:** [June 23, 2022, 6:20pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/113 "2022-06-23T18:20:26Z")

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Has anyone tried creating a note using a push webhook in the workflow? I know creating a note is possible via the api as apps like Zapier can do it. I figure if HubSpot can push a webhook to itself then it may be feasible but this is beyond my skillset.

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<div class="post-metadata">

**Author:** ![miketaus](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/miketaus/32/75413_2.png) [@miketaus](https://community.hubspot.com/u/miketaus)\
**Post date:** [June 29, 2022, 7:10pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/114 "2022-06-29T19:10:54Z")

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+1 to add a Note template via a Workflow.

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<div class="post-metadata">

**Author:** ![fiberpunk](https://avatars.discourse-cdn.com/v4/letter/f/a87d85/32.png) [@fiberpunk](https://community.hubspot.com/u/fiberpunk)\
**Post date:** [July 5, 2022, 12:01pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/115 "2022-07-05T12:01:43Z")

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+1

Nice tip by @CMcKay btw., but not everyone has the luxury of Operations Hub Professional

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<div class="post-metadata">

**Author:** ![Lawrence\_AB](https://avatars.discourse-cdn.com/v4/letter/l/6f9a4e/32.png) [@Lawrence\_AB](https://community.hubspot.com/u/Lawrence_AB)\
**Post date:** [July 5, 2022, 10:04pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/116 "2022-07-05T22:04:38Z")

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+1

It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via workflow.

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<div class="post-metadata">

**Author:** ![AndreaBalducci](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/andreabalducci/32/39641_2.png) [@AndreaBalducci](https://community.hubspot.com/u/AndreaBalducci)\
**Post date:** [July 19, 2022, 12:45pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/117 "2022-07-19T12:45:58Z")

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UUUUUP

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<div class="post-metadata">

**Author:** ![toolsadmin](https://avatars.discourse-cdn.com/v4/letter/t/b5e925/32.png) [@toolsadmin](https://community.hubspot.com/u/toolsadmin)\
**Post date:** [July 20, 2022, 1:25am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/118 "2022-07-20T01:25:59Z")

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Agree with all -- this would be so helpful!

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<div class="post-metadata">

**Author:** ![CMcKinstry](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cmckinstry/32/48852_2.png) [@CMcKinstry](https://community.hubspot.com/u/CMcKinstry)\
**Post date:** [July 20, 2022, 7:28am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/119 "2022-07-20T07:28:00Z")

</div>

+1

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<div class="post-metadata">

**Author:** ![BLE219](https://avatars.discourse-cdn.com/v4/letter/b/9e8a1a/32.png) [@BLE219](https://community.hubspot.com/u/BLE219)\
**Post date:** [July 22, 2022, 7:31pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/120 "2022-07-22T19:31:56Z")

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+1 This is critical and would greatly reduce the number of custom, one-time properties that are created for every event, form, and campaign update.

Is an update on the status of this request?

[Previous page](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567.md?page=5)

[Next page](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567.md?page=7)