activities
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Integration Service Activities
Last updated Nov 5, 2024

Create Note

Description

Add note to a contact, account, or deal.

Project compatibility

Windows | Cross-platform

Configuration

  • Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

  • Target type - The type of record the note is associated with. Select an option from the dropdown list: Lead, Contact, Account, or Deal. This field supports String type input.
  • Targetable ID - The unique identifier for the record associated with the note. This field supports Int64 type input.
  • Note - The detailed text content of the note. This field supports String type input.
Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Additional properties
Output
  • Note ID - The unique identifier for the note. Automatically generated output variable.
  • Note - Automatically generated output variable.
  • Description
  • Project compatibility
  • Configuration

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