Actions253
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Contact Note → Create
AI-generatedSummary
Creates a new contact note for a specified contact in the Approach platform.
Inputs
- accountId (required) — Select the Approach account to use.
- contactId (required) — Select the contact to which the note will be attached.
- content (required) — The text content of the note.
Output shape
object
Returns the created contact note object, including its ID and any metadata returned by the Approach API.
Examples
Example 1: Add a follow‑up note after a call
Set accountId to the Approach account, contactId to the relevant contact, and content to a short summary of the call.