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InNotes

Consume InNotes CRM API

Actions22

Note → Create

AI-generated

Overview

This node operation creates a new note in the InNotes CRM system. It allows users to associate a note with an external entity such as a contact or job by specifying an external ID and table name. Users can define the note content, set its visibility (private or public), and optionally add a color flag for categorization or emphasis. This operation is useful for adding contextual information or comments related to CRM records, enhancing data organization and communication within the CRM.

Use Case Examples

  1. Creating a private note linked to a specific contact with detailed text content.
  2. Adding a public note to a job record with a red color flag for urgent attention.

Properties

Name Meaning
External ID The external ID (e.g., contact ID) to associate the note with, ensuring the note is linked to the correct CRM record.
Note Text The content of the note, which holds the actual information or comment to be stored.
External Table Name The table name the note is associated with, such as 'contacts' or 'jobs', indicating the type of record the note belongs to.
Visibility The visibility setting of the note, determining if it is private or public within the CRM.
Flag Color Optional color flag for the note (e.g., #ff0000) to visually categorize or highlight the note.
Options Additional processing options such as batch size and timeout between batches to manage rate limiting during bulk operations.

Output

JSON

  • id - The unique identifier of the created note.
  • content - The text content of the note.
  • contact_id - The ID of the contact or external entity the note is associated with.
  • visibility - The visibility status of the note (private or public).
  • ext_table_name - The external table name the note is linked to, such as 'contacts' or 'jobs'.

Dependencies

  • An API key credential for authenticating requests to the InNotes CRM API.

Troubleshooting

  • Ensure the external ID and table name are correctly specified to associate the note with the intended record.
  • Verify that the API credentials are valid and have the necessary permissions to create notes.
  • If the API returns an error, check the error message for details and confirm that all required fields are provided and correctly formatted.

Discussion