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Consume Close CRM API

Actions83

Note → Create

AI-generated

Overview

This node operation creates a new note associated with a specific lead in the Close CRM system. It supports creating notes with either plain text or HTML (rich text) content. Users can specify the lead ID to which the note belongs, the content type (HTML or plain text), the note content itself, an optional creation date override, and an optional user attribution for the note. This operation is useful for adding detailed notes or comments to leads, enhancing lead tracking and communication within the CRM.

Use Case Examples

  1. Creating a plain text note for a lead to document a phone call summary.
  2. Adding a rich-text formatted note with HTML content to include links or styled text for a lead.
  3. Specifying a custom creation date for a note to reflect when the activity actually occurred.
  4. Attributing a note to a specific user to track who added the information.

Properties

Name Meaning
Lead ID The ID of the lead to create the note for, required to associate the note with the correct lead.
Note Content Type Choose whether the note content is in HTML (rich text) or plain text format, affecting how the note content is processed and stored.
Note (HTML) The HTML content of the note, required if the content type is HTML, supports rich-text formatting.
Note (Plain Text) The plain text content of the note, required if the content type is plain text.
Date Created Optional override for the date and time when the note activity happened, allowing backdating or future dating of the note.
User User to attribute the note to, selectable from a list or specified by ID, to track the author of the note.

Output

JSON

  • id - The unique identifier of the created note.
  • lead_id - The ID of the lead the note is associated with.
  • note - The plain text content of the note if plain text was used.
  • note_html - The HTML content of the note if HTML content type was used.
  • date_created - The date and time when the note was created or overridden.
  • user_id - The ID of the user attributed to the note.

Dependencies

  • Close CRM API
  • an API key credential for authentication

Troubleshooting

  • Ensure the Lead ID is provided; otherwise, the node will throw an error indicating the Lead ID is required.
  • If the note content is missing or empty, the node will throw an error specifying that note content is required.
  • When using HTML content type, ensure the HTML content is valid and not empty to avoid errors.
  • Check API credentials and permissions if the API request fails due to authentication or authorization issues.

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