Update Note

pipedrive.update_note
ActionCRM & salesconnection required

Calls the Pipedrive API with the connection's credentials.

Change one note with PUT /api/v1/notes/{id}. Notes are still a v1 resource, so this is a PUT rather than the v2 PATCH.

Connection

Required
Yes — the node will not save without one
Auth type
API key
Providers
Pipedrive
Secret shape
the Pipedrive API token, or {"api_token": "…"}
Config it needs
company_domain
Resolved by
config.connection_id, else node.connection_id

Configuration

9 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

FieldTypeRequiredDefaultConstraintsExample
note_id
Pipedrive id of the note to update.
stringYes———
content
New body for the note, as HTML.
stringNo———
deal_id
Id of the deal to pin the note to.
stringNo———
person_id
Id of the person to pin the note to.
stringNo———
org_id
Id of the organization to pin the note to.
stringNo———
lead_id
UUID of the lead to pin the note to.
stringNo———
project_id
Id of the project to pin the note to.
stringNo———
user_id
Id of the user the note is attributed to.
stringNo———
fields
Any other Pipedrive body field, as a JSON object. Use this for anything the named fields above do not cover; the named fields win on a clash.
objectNo——{"visible_to":3}
  • At least one of content, user_id, deal_id, person_id, org_id, lead_id, project_id, fields must be set.

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "fields": {
    "visible_to": 3
  }
}

Output

One shape.

result

The provider's response object, as returned.

Extra keys beyond the ones listed can appear.

{}

Notes

  • This resource has no API v2 endpoint yet, so the call goes to /api/v1 and pages with start/next_start rather than a cursor.

See Update Note run in a workflow.

In a technical demo we add the Pipedrive connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.