Rise CRMInstall

Summary

Create a new note in Rise CRM, allowing optional title, description, and associations with clients, projects, users, or categories.

Inputs

• title (required) — The title of the note.
• description — The description text of the note.
• project_id — The ID of the project to associate with the note.
• client_id — The ID of the client to associate with the note.
• user_id — The ID of the user to associate with the note.
• category_id — The ID of the category to associate with the note.
• labels — Comma-separated names of labels to apply to the note.
• color — A color code or name to assign to the note.
• is_public — Whether the note is publicly visible.

Output shape

A list of items, each containing the created note data as JSON.

The response format follows the node's standard data structure, mirroring the API's response for the specific endpoint.

Examples

Example 1: Create a project note

Set title to 'Project Kickoff', description to 'Initial planning meeting notes', and project_id to 123.

Example 2: Create a client note

Set title to 'Client Inquiry', description to 'Follow up regarding proposal', and client_id to 456.

Example 3: Create a general note

Set title to 'Meeting Notes', description to 'Discuss quarterly goals', and is_public to true.

Links

• n8n community nodes installation guide