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 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/Adding-Notes-via-Workflows/idi-p/429215/highlight/true/page/4#comments
So shocked this isnt on the road map. I’m no developer but surely it wouldn’t be that difficult to implement?
upvote for this feature !
Hi there,
This is now possible with Ops Hub, by creating a custom code to create a note. Please let me know if you need any info.
Hi, @Thrive. Yes! Please share how this is done within Operations Hub. Thank you!
@TomPfaff you can find my sample code here: create-note-hubspot/js at main · Teddy-TH-Digital/create-note-hubspot · GitHub
Feel free to message me if you have any questions.
We have created a Hubspot app for those who don’t have Operations Hub. This app adds the “Create Note” workflow action, as well as other features such as copying associations from one record to another (with more currently in development).
Would love this. We use a company view as a kind of “dashboard” for active clients. One of the rows in the view is “current note.” It’s essentially a field where the client owner can drop a quick note about where the customer is in the moment. Right now, when that property is edited, I have to fire off a webhook (requiring Enterprise) to a page on my server, that grabs that property, creates a Note via the HubSpot API and then associates that note to the company. It’s a crazy, convoluted process that this feature would dramatically simplify.
Need that ASAP
Also add the ability to @ someone in the workflow
Bump
Exciting news, HubSpot users! We’re thrilled to introduce Notes+, your new sidekick in crafting crystal-clear context for your HubSpot records.
Why Notes+?
Check out Notes+ in the App Marketplace to get started.
A huge thank you to our community for your support and enthusiasm. We’re excited to see the amazing ways you’ll use Notes+!
+1000 to this! Having to go through the API is just cumbersome and eats time and resources.
Extremely crucial!
How are we going with this one in 2024? Is it on the road map yet? Seems like it is posible if others have solved it with developers and apps. Could we please havi it as part of the everyday workflow functionality?
We currently utilize in two (+) pipelines. When one deal closes in our “deals” pipeline it is essentially cloned into a “post sales” pipeline. We want to be able to copy over notes from one pipeline to the other. Please consider prioritizing this.
Have there been any updates in this since?
we really needs this. how can it not have been done yet??
This would be a really good feature, would use it everyday. Have someone found a workaorund?
Hi everyone,
A Create note action for workflow went into public beta today. You can join the beta through the product update found via this link:
If you have any questions or feedback about this new action please send me a message!
Best,
Megan Legge
Product Manager for Workflows
