CRM & Tags action
Add Note
Adds a note to the contact's profile, for example a summary of what happened in this workflow.
A step you can add to a workflow.
All plans
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Add Note under CRM & Tags.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is add_note. See the MCP documentation.