Add To Notes

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

With the Add to Notes workflow action, you can add a note to the contact record. Use this workflow action to add notes to add to a contact record that can be shared with other assigned users to grasp information about content you’d like to share.

Add Note

Add a new workflow action and select Add To Notes. Simply enter the Note in the designated field, which can be used to provide information that could be beneficial to other users assigned to that contact.

Custom Values

In addition, while adding notes within the workflow, you can make use of custom values like contact or user details for more specificity. Utilizing the custom values feature ensures that the recorded notes are more detailed and streamlined, enabling easier access to relevant information when it is needed.