Create Note
freshworks_crm.create_note
ActionCRM & salesconnection required
Calls the Freshworks CRM API with the connection's credentials.
Attach a note to a contact, a sales account or a deal.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Freshworks CRM
- Secret shape
- the API key, or {"api_key": "…"}
- Config it needs
- bundle_alias, domain, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
3 fields, 3 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
description The body of the note. | string | Yes | — | — | — |
targetable_type Which kind of record the note is attached to. | string | Yes | — | one of "Contact", "SalesAccount", "Deal" | — |
targetable_id The Freshworks id of the record the note is attached to. | string | Yes | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
note The note record, in the 'note' envelope Freshworks returns. | object | — |
note.id The Freshworks id of the note. | number | — |
note.description The note text as Freshworks stored it. | string | — |
{
"note": {
"description": "",
"id": 0
}
}See Create Note run in a workflow.
In a technical demo we add the Freshworks CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.