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Toflow - Action

Interact with Toflow CRM API for managing people and other resources

Actions45

Note → Create

AI-generated

Summary

Creates a new note within Toflow using either structured fields or a raw JSON object.

Inputs

  • JSON Parameters — If true, uses the Body (JSON) parameter instead of the Note Data collection.
  • Note Data — A collection of fields for the note: Title, Content, Resource Type, Resource ID, Person ID, Company ID, and Deal ID. Only available when JSON Parameters is false.
  • Body (JSON) — A JSON object containing the note data. Available when JSON Parameters is true. Defaults to a sample note with a title, content, and resource associations.

Output shape

a single item containing the created note data

The returned item includes the note data from the Toflow API response.

Examples

Example 1: Create a note about a deal using structured fields

JSON Parameters: false; Note Data: Title='Deal Update', Content='Q3 targets met', Resource Type='deal', Resource ID=2803

Example 2: Create a note using raw JSON format

JSON Parameters: true; Body (JSON): {"title": "Client Follow-up", "content": "Meeting scheduled for Friday.", "resource_type": "person", "person_id": 12345}

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