Actions134
- Activity Actions
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Note → Create
AI-generatedSummary
Creates a new note in LLW CRM (Concord CRM) by POSTing to /notes, optionally linking it to contacts, companies and deals by ID. Returns the API's response for the created note.
Inputs
- Body (required) — The note text (multi-line field). Sent as
body. - Contact ID — One or more contact IDs to associate, comma-separated (e.g. 1,2,3). Parsed into an array of integers; non-numeric entries are dropped and an empty result is omitted.
- Company ID — One or more company IDs to associate, comma-separated. Parsed into an array of integers like Contact ID.
- Deal ID — One or more deal IDs to associate, comma-separated. Parsed into an array of integers like Contact ID.
Output shape
One output item per input item, containing the JSON response from the CRM API for the newly created note (typically including its ID).
Each output item is paired to its input item. If 'Continue On Fail' is enabled, a failed item yields {error: message} instead of stopping the workflow. Empty optional fields are left out of the request body. The 'Manage Associations' step is not available for notes and is not applied to them.
Examples
Example 1: Add a note to a deal after a call
Resource: Note, Operation: Create; Body: an expression such as {{$json.summary}}; Deal ID: {{$json.dealId}}
Example 2: Log a note against a contact and their company
Body: 'Requested pricing sheet'; Contact ID: 42; Company ID: 7
Example 3: Attach one note to several contacts
Body: 'Attended webinar'; Contact ID: 1,2,3