Create lead note - Automate.ax

closeBot.createLeadNote adds an internal note. Notes are never sent to the contact.

automations/create-closebot-note.automation.ts

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

export default automation("Note CloseBot qualification", () => {
  onDashboardRun({ title: "Add CloseBot note" })

  closeBot.createLeadNote({
    leadId: "lead-id",
    body: "Qualified for a consultation",
    aiVisible: true,
  })
})

Inputs

Provide leadId, body, and aiVisible. Optional mentionedAccountIds notify allowed team members or clients with source access.

Output

Returns the new note ID and its AI visibility.