# 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:** 8

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**Author:** ![Trevor2](https://avatars.discourse-cdn.com/v4/letter/t/f05b48/32.png) [@Trevor2](https://community.hubspot.com/u/Trevor2)\
**Post date:** [December 1, 2022, 1:44pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/141 "2022-12-01T13:44:34Z")

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Up vote for sure

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**Author:** ![TomasKristiansn](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tomaskristiansn/32/24694_2.png) [@TomasKristiansn](https://community.hubspot.com/u/TomasKristiansn)\
**Post date:** [December 6, 2022, 8:24am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/142 "2022-12-06T08:24:42Z")

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Any updates on this??

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**Author:** ![liam42](https://avatars.discourse-cdn.com/v4/letter/l/cc9497/32.png) [@liam42](https://community.hubspot.com/u/liam42)\
**Post date:** [December 15, 2022, 3:16pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/143 "2022-12-15T15:16:37Z")

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+1

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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:** [December 15, 2022, 3:32pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/144 "2022-12-15T15:32:57Z")

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Any news HubSpot ?? This is major improvement and doesnt seem so complex. Thanks!

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**Author:** ![CKrohn](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ckrohn/32/22358_2.png) [@CKrohn](https://community.hubspot.com/u/CKrohn)\
**Post date:** [December 16, 2022, 2:30pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/145 "2022-12-16T14:30:03Z")

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Please, please add this!  
We need to be able to update on a company level on what workflows a contact associated with the company have been enrolled in.  
An example:  
- In a contact workflow I send an email to all contact persons of this company.  
- When the email is sent, I want to create an activity on the company timeline where I write who was emailed in this workflow.

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**Author:** ![ThaisCampbell](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thaiscampbell/32/95016_2.png) [@ThaisCampbell](https://community.hubspot.com/u/ThaisCampbell)\
**Post date:** [December 16, 2022, 6:27pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/146 "2022-12-16T18:27:46Z")

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Ipvoting this idea!! 🤗

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**Author:** ![DerekVest](https://avatars.discourse-cdn.com/v4/letter/d/d26b3c/32.png) [@DerekVest](https://community.hubspot.com/u/DerekVest)\
**Post date:** [December 28, 2022, 9:16pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/147 "2022-12-28T21:16:16Z")

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I wanted to use a workflow to copy the content of a note to a property that I could display on the deal tile.

We have a Quick Update property to make it easy to see a short status on all of our current deals but each update essentially deletes the history. If we could use a Note, then copy the contents of the Note to a Property, I could have both a history as well as the easy view on the Deal board.

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [January 18, 2023, 8:09am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/148 "2023-01-18T08:09:15Z")

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This feature would be a welcome addition, I do not want to have to create a task as a workaround.

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**Author:** ![lucilleli2511](https://avatars.discourse-cdn.com/v4/letter/l/54ee81/32.png) [@lucilleli2511](https://community.hubspot.com/u/lucilleli2511)\
**Post date:** [January 18, 2023, 11:27am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/149 "2023-01-18T11:27:56Z")

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We need this feature NOW 😭 thank you!

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**Author:** ![AReinhart](https://avatars.discourse-cdn.com/v4/letter/a/ecd19e/32.png) [@AReinhart](https://community.hubspot.com/u/AReinhart)\
**Post date:** [January 18, 2023, 11:30am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/150 "2023-01-18T11:30:49Z")

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[@LVasiliu](https://community.hubspot.com/t5/user/viewprofilepage/user-id/506270)The task could be to copy the task information into a note. 🤣

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**Author:** ![ASteele9](https://avatars.discourse-cdn.com/v4/letter/a/c37758/32.png) [@ASteele9](https://community.hubspot.com/u/ASteele9)\
**Post date:** [January 27, 2023, 5:07am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/151 "2023-01-27T05:07:16Z")

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Can we please have this ability to create notes in a workflow and personalise with property fields on a Deal would be amazing !!!

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**Author:** ![Thrive](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thrive/32/19516_2.png) [@Thrive](https://community.hubspot.com/u/Thrive)\
**Post date:** [February 1, 2023, 8:41pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/152 "2023-02-01T20:41:10Z")

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Hi there, this is now possible with Operations Hub. You can create a custom code to create a note very easily. Let me know if I can be of any help.

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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:** [February 1, 2023, 9:25pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/153 "2023-02-01T21:25:27Z")

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@Thrive which version of the operations hub is required for that fix?

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**Author:** ![JKrantz](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jkrantz/32/32497_2.png) [@JKrantz](https://community.hubspot.com/u/JKrantz)\
**Post date:** [February 2, 2023, 1:36am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/154 "2023-02-02T01:36:29Z")

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nice! thanks!

is there any documentation on how to code the notes @Thrive

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<div class="post-metadata">

**Author:** ![Thrive](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thrive/32/19516_2.png) [@Thrive](https://community.hubspot.com/u/Thrive)\
**Post date:** [February 2, 2023, 2:47am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/155 "2023-02-02T02:47:32Z")

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@LC14 You’ll need Operations Hub Pro to be able to add custom code.

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<div class="post-metadata">

**Author:** ![Thrive](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thrive/32/19516_2.png) [@Thrive](https://community.hubspot.com/u/Thrive)\
**Post date:** [February 2, 2023, 2:48am UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/156 "2023-02-02T02:48:09Z")

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@JKrantz you can see my sample code here: [create-note-hubspot/js at main · Teddy-TH-Digital/create-note-hubspot · GitHub](https://github.com/Teddy-TH-Digital/create-note-hubspot/blob/main/js)

Otherwise, feel free to message me directly.

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<div class="post-metadata">

**Author:** ![GabrielSaleh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gabrielsaleh/32/30141_2.png) [@GabrielSaleh](https://community.hubspot.com/u/GabrielSaleh)\
**Post date:** [February 27, 2023, 6:18pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/157 "2023-02-27T18:18:04Z")

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Would be amazing! Anyone managing to do this via custom code?

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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:** [February 27, 2023, 6:30pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/158 "2023-02-27T18:30:30Z")

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There is custom code in the thread from other that works. With the release of other activities like Postal Mail, you can also write custom code to log these too.

 ![JWarren8_0-1677522524726.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/3/5/35703a98fd96f818cee340fec96fca3f72605488.png)

const hubspot = require(‘@hubspot/api-client’);  
var request = require(‘request’);

exports.main = async (event, callback) =\> {  
const PrivateKey = process.env.PRIVATEKEYNAMEHERE;  
var contactID = event.inputFields[‘hs\_object\_id’];  
var custom\_postal\_note\_name = event.inputFields[‘custom\_postal\_note\_name’];  
var custom\_postal\_note\_date\_internal = event.inputFields[‘custom\_postal\_note\_date’];  
var custom\_postal\_note\_date\_printable = new Date(custom\_postal\_note\_date\_internal \* 1).toDateString();

createActivity(contactID, custom\_postal\_note\_name, custom\_postal\_note\_date\_printable, custom\_postal\_note\_date\_internal, PrivateKey);

function createActivity(contactID, custom\_postal\_note\_name, custom\_postal\_note\_date\_printable, custom\_postal\_note\_date\_internal, hskey)  
{  
const authorization = ‘Bearer ‘+hskey;  
var options = {  
‘method’: ‘POST’,  
‘url’: ‘[https://api.hubapi.com/crm/v3/objects/postal\_mail](https://api.hubapi.com/crm/v3/objects/postal_mail)’,  
‘headers’: {  
‘content-type’: ‘application/json’,  
‘Authorization’: authorization  
},  
body: JSON.stringify({  
“properties”: {  
“hs\_postal\_mail\_body”: “Direct mail sent.\</br\>\</br\> \<b\>Details:\</b\> \</br\>”+custom\_postal\_note\_name,  
“hs\_timestamp”: ‘’+custom\_postal\_note\_date\_internal+’’  
}  
})

};  
console.log(options);  
request(options, function (error, response) {  
if (error) throw new Error(error);  
var parse = JSON.parse(response.body);  
var getActivityID = parse.id;  
createAssociation(contactID, getActivityID, hskey);  
});  
}

function createAssociation(contactID, getActivityID, hskey)  
{  
const authorization = 'Bearer '+hskey;  
var options = {  
‘method’: ‘PUT’,  
‘url’: '[https://api.hubapi.com/crm/v4/objects/postal\_mail/‘+getActivityID+’/associations/contacts/'+contactID](https://api.hubapi.com/crm/v4/objects/postal_mail/'+getActivityID+'/associations/contacts/'+contactID),  
‘headers’: {  
‘content-type’: ‘application/json’,  
‘Authorization’: authorization  
},  
body: JSON.stringify([  
{  
“associationCategory”: “HUBSPOT\_DEFINED”,  
“associationTypeId”: 10  
}  
])

};  
request(options, function (error, response) {  
if (error) throw new Error(error);  
console.log(“Activity created successfully”);  
});  
}  
}

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<div class="post-metadata">

**Author:** ![MikhailK](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mikhailk/32/75439_2.png) [@MikhailK](https://community.hubspot.com/u/MikhailK)\
**Post date:** [February 27, 2023, 8:14pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/159 "2023-02-27T20:14:15Z")

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Hey Everyone, we’ve created a Hubspot app that implements Create Note Workflow action (as well as some other workflow actions that we found missing)

[https://www.resonatehq.com/toolbox-for-hubspot](https://www.resonatehq.com/toolbox-for-hubspot)

 ![Create Note Workflow Action.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/3/37b543fdd0df52aa73b3f4054048fd58a2433139.png)

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<div class="post-metadata">

**Author:** ![KBergan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kbergan/32/27794_2.png) [@KBergan](https://community.hubspot.com/u/KBergan)\
**Post date:** [March 21, 2023, 10:38pm UTC](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567/160 "2023-03-21T22:38:45Z")

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I need this feature. We have an approval process that I am creating via tasks. Once all the information has been logged, I would like to generate a summary of all the collected information as a note in the deal record.

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

[Next page](https://community.hubspot.com/t/workflow-ability-to-create-notes/14567.md?page=9)