Actions37
- Card Actions
- Document Actions
- Lead Actions
- Note Actions
- Recipient Actions
- Workspace Actions
Note → Create Note
AI-generatedSummary
Create a Proposaly note on a selected parent, such as a document or lead. Supply a title, markdown body, or both; the operation returns the created note.
Inputs
- Workspace Name or ID — Optional workspace used to populate the parent choices. You can provide a workspace ID directly or omit it when mapping a parent ID.
- Parent Name or ID (required) — ID of the document or lead that will receive the note. Select a parent after choosing a workspace, or map its ID; names are not accepted.
- Title — Note title, up to 150 characters. A title or body is required when creating a note.
- Body — Markdown note body, up to 20,000 characters. Attachments cannot be added through the API.
- Source — Origin channel: Call, Email, Meeting, Note, Slack, or Zoom. Defaults to Note; server-generated sources cannot be set here.
- Author Email — Email of an existing company user to attribute as author. If omitted, the API service account is used.
Output shape
A single record containing the created note.
The source pack provides only the createNoteOperation function signature, so the precise returned fields are not visible.