create_note
Add a note to a person's record in Follow Up Boss CRM using their person ID, with optional subject, HTML content, and custom fields.
Instructions
Add a note. (POST /notes) If body contains HTML markup, you must also pass isHtml=true — unlike email templates, FUB does not auto-detect HTML in notes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | No | The content of the note. | |
| isHtml | No | If enabled, will render the HTML tags contained within the body on the Follow Up Boss user interface. | |
| subject | No | Gives a note a title or subject. | |
| personId | Yes | The ID of a person. | |
| extraBody | No | Extra raw JSON body fields not explicitly listed above — e.g. custom.* fields when creating/updating people or deals. Keys and values are sent as-is. | |
| extraQuery | No | Extra raw query parameters not explicitly listed above — e.g. FUB custom field filters like custom.ClosingDate on /people or /deals. Keys and values are sent as-is. |