Get Notes

AutomatR.Zoho.Activities.GetNotes

The "Get Notes" activity in AutomatR is part of the Zoho activities package, designed to retrieve notes information from Zoho CRM. This activity streamlines the process of fetching notes data, enhancing automation workflows.

Properties

Name	Description
Input
Page Number	Enter the page number to retrieve records from the respective page. The default value is 1.
Per Page	Enter the number of records per page between 1 and 200, default is 200.
Note Title	Select note title if you want to display note title only or select none.
Note Content	Select note content if you want to display note content only or select none.
Parent Id	Select parent id if you want to display parent id only or select none.
Owner	Select owner if you want to display owner only or select none.
Module	Select module if you want to display module only or select none.
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	Enter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity.
Page Number	Enter the page number to retrieve records from the respective page. The default value is 1.
Per Page	Enter the number of records per page between 1 and 200, default is 200.
Note Title	Select note title if you want to display note title only or select none.
Note Content	Select note content if you want to display note content only or select none.
Parent Id	Select parent id if you want to display parent id only or select none.
Owner	Select owner if you want to display owner only or select none.
Module	Select module if you want to display module only or select none.
Output
Result	Outputs the notes information. Variables of type GetNotesModels to store the notes data.

How to Use

1. Drag and drop the "Get Notes" activity onto the workflow.
2. Configure the properties by specifying the delay, page number, per page, and optional fields to display (note title, note content, parent id, owner, module).
3. Execute the workflow to retrieve notes information from Zoho CRM.

Example

Consider an example where the "Get Notes" activity is used to retrieve notes information from Zoho CRM:

Get Notes:
  Delay: 0
  Page Number: 1
  Per Page: 10
  Note Title: Selected
  Note Content: None
  Parent Id: None
  Owner: Selected
  Module: None
  Result: notesInformation

In this example, the activity retrieves notes information with a delay of 0 seconds, from page 1, displaying 10 records per page. It selects to display note titles and owner information. The result, i.e., the notes information, is stored in the notesInformation variable for further handling in the workflow.