Update lead note - Automate.ax

closeBot.updateLeadNote changes a note’s body, AI visibility, or mentions.

automations/update-closebot-note.automation.ts

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

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

  closeBot.updateLeadNote({
    leadId: "lead-id",
    noteId: "note-id",
    aiVisible: false,
  })
})

Inputs

Provide leadId, noteId, and at least one field to change. mentionedAccountIds replaces the current mention list when provided.

Output

Returns the note ID and resulting AI visibility.