Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into …

Quick update: Create note action is now available in custom object workflows Create note action now includes the ability to…

Thanks @MeganLegge ! Can confirm we have turned on the beta in our portal and it works as expected. Very good addition, one …

Yes please @MeganLegge an ability to visually differentiate some notes from others is key. Some might be basic information, s…

and while we are at it @MeganLegge the ability to pin the note such that it is visible independently of the tab being used in…

Just checking on the status of Create a Note in a Workflow. This thread said it was going live on 12-17-24 and Hub Product Up…

@deegeetee what level of HubSpot are you using?

Hi @deegeetee , It’s correct that the Create note action is now out to all customers with access to the workflows app. Are y…

@MeganLegge this doesn’t seem to be deployed on ALL object records (specifically custom objects like Event Hapily records). I…

@JdeRocquigny Correct, this action is not currently supported in custom object workflows. However we are working on adding th…

Workflow - Ability to Create Notes

deegeetee December 19, 2024, 7:03pm 308

I maybe needed to refresh but it’s there now and working great. Thanks.

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Automate a pinned note HubSpot Ideas workflows , object	46	11391	September 10, 2025
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Pin Multiple notes with colored pin in Contact, Company, Deal, or Tickets HubSpot Ideas object	4	1066	October 30, 2023