Log Details to a Record with the Add to Notes Action

Add to Notes writes a note onto the record that is enrolled in the workflow, creating a lasting trace of what the automation saw or did.

Where the note goes

• In contact workflows, the note is added to the contact.
• In custom object workflows, it is added to the custom object record.

Notes appear in the record's Notes area.

What you can include

• Formatted text with bold, italics, underline, strikethrough, bulleted and numbered lists, and links.
• Merge fields from the custom value picker.
• Trigger links, using the Trigger Links icon.
• An optional note title and note color, for contact workflows only. Both are optional, and workflows built earlier keep working unchanged.

Set it up

1. Open your workflow and click +.
2. Choose Add to Notes.
3. Name the action, for example "Log appointment details".
4. Type the note and insert merge fields where needed.
5. Click Save Action and publish.

Example

Trigger: Appointment Booked. The note might read: "Booked a consultation for the appointment date at the appointment time. Source: the form name." Anyone who opens the contact later sees the history without searching conversations.

Good to know: Include a short, consistent title in contact notes so teammates can scan the list quickly.