Create note - Automate.ax

close.createNote create a Close note activity.

automations/close-create-note.automation.ts

import { automation, onDashboardRun } from "automate.ax"
import { close } from "automate.ax/close"

export default automation("Create note", () => {
  onDashboardRun({ title: "Create note" })
  close.createNote({
    leadId: "lead_abc123",
    title: "Discovery",
    note: "Budget confirmed.",
    pinned: true,
  })
})

Inputs

Provide leadId. Optional fields include contactId, activityAt, title, note, noteHtml, pinned, and Close file attachments. Attachment URLs must begin with https://app.close.com/go/file/. Optional second argument { account } selects a named Close binding.

Output

Returns the created CloseNote.