Create Note
AutomatR.Zoho.Activities.CreateNote
The "Create Note" activity in AutomatR is part of the Zoho Notes activities package, allowing you to automate the process of creating notes within the Zoho platform. This activity streamlines the creation of notes associated with specific records in Zoho CRM, enhancing the efficiency of automation workflows.
Properties
| Name | Description |
|---|---|
| Input | |
| NoteContent | Specifies the content or details of the note. String variables containing the note content. |
| Parent ID | Specifies the ID of the record to which the note should be associated. String variables containing the parent record ID. |
| Title | Specifies the title or subject of the note. String variables containing the note title. |
| Module | Specifies the module or category to which the note belongs. String variables containing the module name. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Create Note" activity. Integer variables containing the delay duration. Ex.: If the amount of time is 1000 milliseconds or 1 sec, i.e. 1. |
| Output | |
| Result | Outputs the ID of the created note. String variables containing the note ID. |
How to use:
- Drag and drop the "Create Note" activity onto the workflow.
- Configure the properties by specifying the note content, parent record ID, note title, and module name.
- Optionally, configure the delay and customize the display name.
- Execute the workflow to create a note within Zoho CRM.
Example: Consider an example where the "Create Note" activity is used to add a note to a lead record in Zoho CRM:
Create Note:
Display Name: "Lead Note"
Note Content: "Follow up after the initial meeting."
Parent ID: "example_lead_record_id"
Title: "Follow-up"
Module: "Leads"
Result: createdNoteID
In this example, the activity creates a note with the content "Follow up after the initial meeting" associated with the lead record identified by the record ID "example_lead_record_id." The note is titled "Follow-up," and the module is specified as "Leads." The ID of the created note is stored in the variable "createdNoteID" for further reference in the workflow.