PerfexCRMInstall

Summary

Create a new note related to a specific record type in PerfexCRM by specifying the related type, related record ID, and note content.

Inputs

• Related Type (required) — Select the type of record this note is related to, such as Customer, Invoice, Task, etc.
• Related ID (required) — Provide the numeric ID of the related record to which the note will be attached.
• Description (required) — Enter the content of the note to be created.

Output shape

a single record representing the newly created note, returned as JSON

The output contains the created note object as returned by the PerfexCRM API. Errors in creation will throw exceptions unless 'Continue On Fail' is enabled.

Examples

Example 1: Create a note related to a customer

Set Related Type to 'Customer', specify the customer's ID in Related ID, and input the note content in Description.