# 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:** 7

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**Author:** ![EricaSmith](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ericasmith/32/86357_2.png) [@EricaSmith](https://community.hubspot.com/u/EricaSmith)\
**Post date:** [July 26, 2022, 7:23pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/121 "2022-07-26T19:23:18Z")

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This would be incredibly useful! We would use it in our business as a way for users AT A GLANCE to see what follow-up workflow they have enrolled a contact in(VS having to scroll down the right side of the contact record, click workflows, and fish through what is there).

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**Author:** ![AlexandreSch](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alexandresch/32/11791_2.png) [@AlexandreSch](https://community.hubspot.com/u/AlexandreSch)\
**Post date:** [August 18, 2022, 9:01am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/122 "2022-08-18T09:01:29Z")

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In contact / deal / ticket it would be great to have an option to add notes through Workflow.

We have a couple of workflows that ends in an “issue” bucket, due to various information that are missing or actions that have not been taken in a timely manner.

At the moment we have created a property with what the issue is. But would be great to have an option to add a note so we can keep track of it.

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**Author:** ![mikejaime](https://avatars.discourse-cdn.com/v4/letter/m/59ef9b/32.png) [@mikejaime](https://community.hubspot.com/u/mikejaime)\
**Post date:** [August 27, 2022, 5:13am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/123 "2022-08-27T05:13:18Z")

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Upvote. Let’s get cracking on this HubSpot!

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**Author:** ![LC14](https://avatars.discourse-cdn.com/v4/letter/l/848f3c/32.png) [@LC14](https://community.hubspot.com/u/LC14)\
**Post date:** [September 8, 2022, 8:37pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/124 "2022-09-08T20:37:13Z")

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This would be really helpful for us to automatically add a message to a contact’s account when they submit a form

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**Author:** ![DavidMueller](https://avatars.discourse-cdn.com/v4/letter/d/9dc877/32.png) [@DavidMueller](https://community.hubspot.com/u/DavidMueller)\
**Post date:** [September 9, 2022, 5:50pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/125 "2022-09-09T17:50:30Z")

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My organization absolutely need this! It would save us several hours per week. We would use it to automate the creation of a half a dozen notes whenever a deal is created. Currently we have to create them manually everytime we create a new deal.

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**Author:** ![TMortensen](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tmortensen/32/104913_2.png) [@TMortensen](https://community.hubspot.com/u/TMortensen)\
**Post date:** [September 14, 2022, 1:50am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/126 "2022-09-14T01:50:31Z")

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I would also like the ability to have notes that you can pin as part of a workflow. It would also be helpful if we could insert fields into the note. Our use case is when we get a partner test we need to clearly signal to the sales rep that the deal is a partner test ideally referred by [partner], with last contact on [last contacted date].

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**Author:** ![DavidMueller](https://avatars.discourse-cdn.com/v4/letter/d/9dc877/32.png) [@DavidMueller](https://community.hubspot.com/u/DavidMueller)\
**Post date:** [September 14, 2022, 2:45pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/127 "2022-09-14T14:45:03Z")

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I agree also with what TMortensen ust said. It would be great is property tokens could be input into notes with an automation feature as well.

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**Author:** ![LPicker](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lpicker/32/2679_2.png) [@LPicker](https://community.hubspot.com/u/LPicker)\
**Post date:** [September 16, 2022, 8:39pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/128 "2022-09-16T20:39:18Z")

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Absolutely agree this should be available. When does Hubspot notify us if this is accepted and in development?

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**Author:** ![mikejaime](https://avatars.discourse-cdn.com/v4/letter/m/59ef9b/32.png) [@mikejaime](https://community.hubspot.com/u/mikejaime)\
**Post date:** [September 19, 2022, 3:33pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/129 "2022-09-19T15:33:49Z")

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is @hubspot going to acknowledge this?

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**Author:** ![KasieMarie](https://avatars.discourse-cdn.com/v4/letter/k/ec9cab/32.png) [@KasieMarie](https://community.hubspot.com/u/KasieMarie)\
**Post date:** [September 19, 2022, 6:22pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/130 "2022-09-19T18:22:04Z")

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Upvote this. As others have mentioned - need the ability to automate a note, as well as use templates/snippets/and tokens in the note. If anyone has any workarounds/custom code that might work for this, please share!

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**Author:** ![adamhopkins](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/adamhopkins/32/5125_2.png) [@adamhopkins](https://community.hubspot.com/u/adamhopkins)\
**Post date:** [September 28, 2022, 4:18pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/131 "2022-09-28T16:18:05Z")

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Great idea, would love for this functionality to come to fruition.

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**Author:** ![Justin\_Anderson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/justin_anderson/32/60711_2.png) [@Justin\_Anderson](https://community.hubspot.com/u/Justin_Anderson)\
**Post date:** [October 14, 2022, 9:08am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/132 "2022-10-14T09:08:49Z")

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The use case I would love this for is making a dummy record to note that an email was sent from another system, for emails that CAN’T be triggered out of HubSpot:

“[Reviews.io](http://Reviews.io) Email 4 Sent today”

There are so many basic use cases for creating Notes in Workflows, please add it.

And everyone, upvote this other related thread, too: [https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Ability-to-Create-Notes/idi-p/272405/page/5#comments](https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Ability-to-Create-Notes/idi-p/272405/page/5#comments)

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**Author:** ![CMarritt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cmarritt/32/62359_2.png) [@CMarritt](https://community.hubspot.com/u/CMarritt)\
**Post date:** [October 14, 2022, 2:09pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/133 "2022-10-14T14:09:15Z")

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I still cant believe this hasnt been added!

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**Author:** ![Maragosta](https://avatars.discourse-cdn.com/v4/letter/m/df705f/32.png) [@Maragosta](https://community.hubspot.com/u/Maragosta)\
**Post date:** [October 21, 2022, 1:53pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/134 "2022-10-21T13:53:01Z")

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Yes please add this functionality, it’s much-awaited!

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**Author:** ![tannerm123](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tannerm123/32/98942_2.png) [@tannerm123](https://community.hubspot.com/u/tannerm123)\
**Post date:** [October 26, 2022, 11:32pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/135 "2022-10-26T23:32:02Z")

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This is a huge deal actually.  
We are trying to integrate with some third party companies that have workflow integrations. I want to create a note when certain events happen, such as a text being sent to the contact. We would want a note to be able to easily create lists downstream of who received X text message.  
This is a must-have for us to be entirely within Hubspot.

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<div class="post-metadata">

**Author:** ![Jpieps](https://avatars.discourse-cdn.com/v4/letter/j/d6d6ee/32.png) [@Jpieps](https://community.hubspot.com/u/Jpieps)\
**Post date:** [October 27, 2022, 12:49pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/136 "2022-10-27T12:49:07Z")

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Upvote - I agree, it would be great to be able to add notes either via import, workflow or some other method.

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<div class="post-metadata">

**Author:** ![lhoffman](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lhoffman/32/89224_2.png) [@lhoffman](https://community.hubspot.com/u/lhoffman)\
**Post date:** [October 28, 2022, 8:53pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/137 "2022-10-28T20:53:19Z")

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Big upvote!!

Would make life easier rather than creating specific Notes fields for each tradeshow.

Or losing Notes from overridden imports at tradeshows.

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**Author:** ![HelenHachtel](https://avatars.discourse-cdn.com/v4/letter/h/5daacb/32.png) [@HelenHachtel](https://community.hubspot.com/u/HelenHachtel)\
**Post date:** [November 1, 2022, 7:18pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/138 "2022-11-01T19:18:20Z")

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That horrible moment when you google how to do something obvious in Hubspot and then see a five-page-long Community post about it…

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**Author:** ![glenn\_h](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/glenn_h/32/22566_2.png) [@glenn\_h](https://community.hubspot.com/u/glenn_h)\
**Post date:** [November 2, 2022, 11:20am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/139 "2022-11-02T11:20:29Z")

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Hello. We need this functionality yesterday.

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**Author:** ![TatsuyaM](https://avatars.discourse-cdn.com/v4/letter/t/3ec8ea/32.png) [@TatsuyaM](https://community.hubspot.com/u/TatsuyaM)\
**Post date:** [November 29, 2022, 6:55am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/140 "2022-11-29T06:55:45Z")

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これはぜひ欲しい機能です。

簡単なメモを残したいことは多々あるので、ぜひお願いいたします。

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