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?

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

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

MeganLegge December 20, 2024, 3:28pm 310

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Topic		Replies	Views
Automatically add a note to a contact using Private Apps APIs & Integrations contacts	2	1401	August 23, 2023
Automate a pinned note HubSpot Ideas workflows , object	46	11368	September 10, 2025
Add tasks to an existing note HubSpot Ideas tasks	1	856	March 25, 2022
Create a New Note or Log Activity in a WorkFlow Lists, Lead Scoring & Workflows workflows , contacts , lead-flows	27	25355	November 14, 2024
Pin Multiple notes with colored pin in Contact, Company, Deal, or Tickets HubSpot Ideas object	4	1064	October 30, 2023