Clientify icon

Clientify

Clientify CRM (direct REST API)

Actions484

Tasks → Add Company Note

AI-generated

Summary

Add a note to a company record in Clientify.

Inputs

  • companyId (required) — The unique identifier of the company to add the note to.
  • name (required) — The title or subject of the note.
  • comment (required) — The body text of the note.

Output shape

a single record

The returned data includes the full API response for the created note and metadata indicating the resource, operation, HTTP method, and path.

Examples

Example 1: Log a sales activity

Set Company ID from a previous 'List Companies' step, Name to 'Call with Lead', and Comment to 'Discussed pricing tiers.'

Example 2: Add internal memo

Map Company ID, Name to 'Internal Memo', and Comment to 'Follow up on contract next week.'

Links

Discussion