Update Note
freshworks_crm.update_note
ActionCRM & salesconnection required
Calls the Freshworks CRM API with the connection's credentials.
Change a note's text, or move it to a different record.
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
4 fields, 1 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 |
|---|---|---|---|---|---|
note_id The Freshworks id of the note to act on. | string | Yes | — | — | — |
description The replacement body of the note. | string | No | — | — | — |
targetable_type The kind of record to attach the note to instead. | string | No | — | one of "Contact", "SalesAccount", "Deal" | — |
targetable_id The Freshworks id of the record to attach the note to instead. | string | Conditional | — | only with targetable_type | — |
- At least one of description, targetable_type must be set.
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
note The updated note, in the 'note' envelope. | object | — |
note.id The Freshworks id of the note. | number | — |
{
"note": {
"id": 0
}
}See Update 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.