Actions64
- Negociação Actions
- Contato Actions
- Empresa Actions
- Tarefa Actions
- Produto Actions
- Campanha Actions
- Fonte Actions
- Funil Actions
- Etapa do Funil Actions
- Motivo de Perda Actions
- Segmento Actions
- Campo Personalizado Actions
- Usuário Actions
- Equipe Actions
- Anotação Actions
- Produto na Negociação Actions
- Webhook Actions
Anotação → Criar
AI-generatedSummary
Creates a note on an RD Station CRM deal by POSTing to the deal's notes endpoint with the given text and, optionally, a user to attribute it to.
Inputs
- dealId (required) — ID of the deal to attach the note to. Used in the request URL: /deals/{dealId}/notes.
- noteText (required) — Note content (multi-line text). Sent as the
descriptionfield of the note. - noteFields — Collection of optional extras. Currently only 'ID do Usuário' (user_id), chosen from the account's users list, which sets the user the note is attributed to. Omitted from the request if empty.
Output shape
One item per input item containing the created note as returned by the RD Station CRM API (the response's data object, or the full response if there is no data).
Runs once per input item. If 'Continue On Fail' is enabled, a failed item yields an item with json.error containing the message; otherwise the node throws a NodeApiError. Empty values are stripped from the request body before sending.
Examples
Example 1: Log a comment on a deal after a call summary is generated upstream.
Resource: Anotação, Operation: Criar; dealId = {{ $json.deal_id }}; noteText = {{ $json.summary }}.
Example 2: Add a note attributed to a specific salesperson.
dealId set; noteText set; Campos Adicionais da Anotação > ID do Usuário = chosen user.