Adding Notes via Workflows

[nathanparis]

Right now you only have the abilty to create tasks in workflows.

Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. 

For example someone fills out a form...you want all of that data in a single note so dont have to go look at each field...

[adamhopkins]

Great idea, would love for this functionality to come to fruition. 

[KasieMarie]

Upvote this. As others have mentioned - need the ability to automate a note,  as well as use templates/snippets/and tokens in the note. If anyone has any workarounds/custom code that might work for this, please share! 

[mikejaime]

is @hubspot  going to acknowledge this?

[LPicker]

Absolutely agree this should be available. When does Hubspot notify us if this is accepted and in development? 

[DavidMueller]

I agree also with what TMortensen ust said. It would be great is property tokens could be input into notes with an automation feature as well.

[TMortensen]

I would also like the ability to have notes that you can pin as part of a workflow. It would also be helpful if we could insert fields into the note. Our use case is when we get a partner referral, we need to clearly signal to the sales rep that the deal is a partner referral, ideally referred by [partner], with last contact on [last contacted date].

[DavidMueller]

My organization absolutely need this! It would save us several hours per week. We would use it to automate the creation of a half a dozen notes whenever a deal is created. Currently we have to create them manually everytime we create a new deal.

[LC14]

This would be really helpful for us to automatically add a message to a contact's account when they submit a form

[mikejaime]

Upvote. Let's get cracking on this HubSpot!

[EricaSmith]

This would be incredibly useful!  We would use it in our business as a way for users AT A GLANCE to see what follow-up workflow they have enrolled a contact in(VS having to scroll down the right side of the contact record, click workflows, and fish through what is there). 

[BLE219]

+1 This is critical and would greatly reduce the number of custom, one-time properties that are created for every event, form, and campaign update.

Is an update on the status of this request? 

[CMcKinstry]

+1

[toolsadmin]

Agree with all -- this would be so helpful! 

[AndreaBalducci]

UUUUUP

[Lawrence_AB]

+1

It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via workflow.

[fiberpunk]

+1

Nice tip by @CMcKay btw., but not everyone has the luxury of Operations Hub Professional

[miketaus]

+1 to add a Note template via a Workflow. 

[JWarren8]

Has anyone tried creating a note using a push webhook in the workflow? I know creating a note is possible via the api as apps like Zapier can do it. I figure if HubSpot can push a webhook to itself then it may be feasible but this is beyond my skillset. 

[CMcKay]

I built this using custom code actions. 

var http = require("https");

exports.main = async (event, callback) => {

  
function next(body){
  console.log(body.toString())
  //get the id from body by parsing with json
  var id = JSON.parse(body).id;
 console.log(event)
  options = {
  "method": "PUT",
  "hostname": "api.hubapi.com",
  "port": null,
  "path": "/crm/v3/objects/notes/"+id+"/associations/contact/"+event.object.objectId+"/202?hapikey="+process.env.HapiKey,
  "headers": {
    "accept": "application/json"
  }
};

req = http.request(options, function (res) {
  var chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    var body1 = Buffer.concat(chunks);
    console.log(body1.toString());
  });
});

req.end();
  
}
  
var options = {
  "method": "POST",
  "hostname": "api.hubapi.com",
  "port": null,
  "path": "/crm/v3/objects/notes?hapikey="+process.env.HapiKey,
  "headers": {
    "accept": "application/json",
    "content-type": "application/json"
  }
};

var req = http.request(options, function (res) {
  var chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    var body = Buffer.concat(chunks);
    console.log(body.toString());
    
    next(body)
    
    
  });
});

req.write(JSON.stringify({
  properties: {
    //use current time as the timestamp
    hs_timestamp: new Date().toISOString(),
    hs_note_body: event.fields.body,
    hubspot_owner_id: event.fields.hubspot_owner_id
  }
}));
req.end();

  
//use the callback
callback(null, {
  statusCode: 200,
  body:"Success!"
});

  
};

Let me know if you have any questions

[KJonsson]

I'm with everyone here, this should be a basic feature.

[Jnix284]

agree this would be very helpful, customer meets X criteria, add note (and pin) to top of contact record would allow management and/or marketing to provide key insights to sales/service.