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Clientify

Clientify CRM (direct REST API)

Actions484

Auto (Legacy Workflows) → Add Company Note

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Summary

Add a note to a Clientify company by sending its name and comment to the company’s note endpoint.

Inputs

  • Company ID (required) — Positive numeric ID of the company to attach the note to; can be mapped from a previous step.
  • Name (required) — Name or title for the note; can be mapped from a previous step.
  • Comment (required) — Note text; can be mapped from a previous step.

Output shape

One item per input item containing the Clientify response object, with operation metadata added.

Sends a POST request to /companies/{companyId}/note/ with name and comment in the JSON body. If the API response is empty, the item contains { "ok": true }; primitive responses are wrapped in data. The output also includes _meta with resource, operation, method, and path.

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