Create a note
heliyos_notes_createCreate notes with a title and optional content, link them to up to 10 companies, people, or deals so they appear on those records and can trigger workers, and return the new note ID.
Instructions
Creates a note, optionally linked to records (a company, person or deal) so it shows on them and can trigger workers. Calling it twice creates two notes. Returns the new note's id as structuredContent {note}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Note title. | |
| content | No | Note body (plain text or simple HTML). | |
| record_ids | No | Ids of records (companies, people, deals) to link the note to, 1 to 10. Each id is checked first; an unknown id fails the call and nothing is written. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | Yes |