Workflow - Ability to Create Notes

Up vote for sure

Any updates on this??

+1

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

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.

Ipvoting this idea!! :hugs:

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.

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

We need this feature NOW :sob: thank you!

@LVasiliuThe task could be to copy the task information into a note. :rofl:

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

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.

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

nice! thanks!

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

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

@JKrantz you can see my sample code here: create-note-hubspot/js at main · Teddy-TH-Digital/create-note-hubspot · GitHub

Otherwise, feel free to message me directly.

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

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.

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’,
‘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,
‘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”);
});
}
}

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

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.