bitrix24_crm_timeline_note_save
Save a note to a CRM timeline item (e.g., a call). Modes: create (no overwrite if note exists), replace, or append.
Instructions
Save the «заметка» note on a CRM timeline item (e.g. the note on a specific call, so it appears at the call, not as a loose lead comment). A timeline item has exactly ONE note — saving REPLACES it. Anti-clobber safeguard: in the default mode='create', if a note already exists this does NOT overwrite it — it writes your text to a local draft file and returns the existing note plus a recommendation, so the calling model can decide. Re-call with mode='replace' to overwrite, or mode='append' to keep both (existing + a separator + new).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | create (default): save only if no note exists; if one exists, do NOT overwrite — return it + a draft file so you can decide. replace: overwrite any existing note. append: existing note + separator + new text. | |
| text | Yes | Note text to save | |
| itemId | Yes | Timeline item ID — for a call note this is the call activity's ID | |
| ownerId | Yes | ID of the lead/deal/contact/company | |
| itemType | No | Timeline item type the note hangs off (default 'activity') | |
| ownerType | Yes | CRM entity the timeline item belongs to |