Actions74
- Business Classification Actions
- Configuration Actions
- Contact Actions
- Customer Actions
- Department & Group Actions
- Email Thread Actions
- Lead Actions
- Life & Health Lead Actions
- Opportunity Actions
- Pipeline Actions
- Policy Actions
- Service Ticket Actions
- SMS Thread Actions
- Task Actions
Customer → Add Note
AI-generatedSummary
Add a textual note to a specified customer in AgencyZoom by providing the customer's ID and the note content.
Inputs
- Customer ID (required) — The ID of the customer
- Note (required) — The note text to add (supports line breaks)
Output shape
a JSON object representing the added note as returned by the AgencyZoom API
The operation returns the created note's details in JSON format. No pagination or multiple items expected.
Examples
Example 1: Add a note to customer with ID 1234 for follow-up
Customer ID: 1234; Note: "Follow up call scheduled for next week."