notes_create
Create and attach notes to deals, people, organizations, or leads with support for HTML content, pinning, and backdating.
Instructions
Create a new note and attach it to a deal, person, organization, or lead.
Creates a note with the specified content and associates it with one or more entities.
Workflow tips:
content is required and supports HTML formatting
At least one entity should be specified (implicitly via schemas)
Set pinned flags to pin note to specific entities
user_id sets the note creator (defaults to authenticated user)
add_time can be specified for backdating notes
Content supports rich text and can include formatting
Common use cases:
Simple note: { "content": "Follow up next week", "deal_id": 123 }
Pinned note: { "content": "Important info", "person_id": 456, "pinned_to_person_flag": true }
Multi-entity note: { "content": "Meeting notes", "deal_id": 123, "person_id": 456 }
Rich text note: { "content": "Action items:Send proposal", "deal_id": 789 }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| content | Yes | Note content (required, supports HTML, max 65000 chars) | |
| deal_id | No | ID of the deal to attach to | |
| person_id | No | ID of the person to attach to | |
| org_id | No | ID of the organization to attach to | |
| lead_id | No | ID of the lead to attach to | |
| user_id | No | ID of the user who created the note | |
| add_time | No | Creation time in YYYY-MM-DD HH:MM:SS format | |
| pinned_to_deal_flag | No | Pin note to deal | |
| pinned_to_person_flag | No | Pin note to person | |
| pinned_to_organization_flag | No | Pin note to organization | |
| pinned_to_lead_flag | No | Pin note to lead |