Close icon

Close

Interact with Close CRM — manage leads, contacts, opportunities, tasks, notes, calls, emails, custom activities, pipelines, and more (80+ operations across 19 resources)

Note → Create

AI-generated

Summary

Create a note on a Close lead, using plain text or HTML content, with an optional file attachment supplied by URL or binary data.

Inputs

  • Lead ID (required) — ID of the lead to add the note to.
  • Note Type — Choose plain text or rich text (HTML).
  • Note — Required when Plain Text is selected; the note content.
  • Note HTML — Required when Rich Text (HTML) is selected; provide HTML wrapped in tags.
  • Attach File — Whether to attach a file to the note.
  • Attachment Source — When attaching a file, choose a URL or binary data.
  • File URL — Required for URL attachments; URL of the file to download.
  • Binary Property — Required for binary attachments; name of the incoming binary property containing the file.

Output shape

a single record

Returns the created note from the Close API.

Links

Discussion