Create Note
monica.create_note
ActionCRM & salesconnection required
Calls the Monica API with the connection's credentials.
Write a note against a contact.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- Bearer token
- Providers
- Monica
- Secret shape
- the API token, or {"api_token": "…"}
- Config it needs
- base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
3 fields, 2 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 |
|---|---|---|---|---|---|
contact_id The contact this applies to, as the numeric id Monica returns. | string | Yes | — | — | 1 |
body The text of the note. | string | Yes | — | — | Prefers to be contacted by email. |
is_favorited Pin the note to the top of the contact's page. | boolean | No | — | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"body": "Prefers to be contacted by email.",
"contact_id": "1"
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
id Monica's numeric id for the record just created. | number | — |
object The record type, such as note, call, activity or reminder. | string | — |
contact The contact the record was filed against. | object | — |
created_at When the record was created. | string | — |
updated_at When the record was last changed. | string | — |
{
"contact": {},
"created_at": "",
"id": 0,
"object": "",
"updated_at": ""
}See Create Note run in a workflow.
In a technical demo we add the Monica connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.