autotask_create_company_note
Create and attach notes to company records in Autotask PSA to document interactions, track updates, and maintain communication history.
Instructions
Create a new note for a company
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The company ID to add the note to | |
| title | No | Note title | |
| description | Yes | Note content | |
| actionType | No | Action type for the note |