What does the 'Create a Note From Properties' action do?

The 'Create a Note from Properties' action within the Workflow Enrichment Actions App by Integration Glue allows you to automatically create a note in HubSpot based on properties from the current record. This action is useful for logging important information or automatically documenting key data points from HubSpot records, ensuring that your CRM is always up-to-date without manual intervention.

The action takes selected properties from a HubSpot record and uses them to generate a note. You can configure the specific properties that should be included in the note, as well as any other relevant details, such as subject lines or additional context. Once executed, the action creates a note that is attached to the record, enabling easy reference for team members and improving the overall record-keeping process.

This action is particularly useful when:

• You need to log information from multiple properties on a record into a single note automatically.
• You want to create notes for future reference based on workflows and automation.
• You are handling data that needs to be documented consistently across records without manual note creation.

• Body Of The Note refers to the content or text that will be included in the note created in HubSpot. You can pull in values from specific properties of the HubSpot record or write custom text to include in the body. This allows you to document key information automatically without needing to type it manually.
• Property Containing the Owner ID for Assigning The Note is the property that holds the Owner ID, which determines who the note will be assigned to. The Owner ID links to the HubSpot user that will be responsible for the note. You can specify a property from the record that contains the relevant Owner ID.
• File IDs of Files to Attach to The Note (separate by ; if there are multiple) is where you input the File IDs of any files you want to attach to the note. If multiple files need to be attached, separate each File ID with a semicolon ( ; ). These files will be attached to the note in HubSpot, allowing users to access relevant documents alongside the note.

Step 1: Add the Action to Your Workflow

• From your workflow editor, select the Create a Note from Properties action.
• Drag it into your desired spot within the workflow.

Step 2: Define the Body of the Note

• In the Body of the Note field, you can either:
  • Enter static text to create a generic note.
  • Use dynamic tokens or properties to automatically pull in relevant details from the HubSpot record.
• Example: You can include customer name, deal amount, or any property of the enrolled record.

Step 3: Set the Property Containing the Owner ID for Assigning the Note

• In the Property Containing the Owner ID for Assigning The Note field, select the HubSpot property that holds the Owner ID. This is the user who will be responsible for the note.
  • Example: If you're creating a note for a deal, choose the "Owner" property of the deal.

Step 4: Specify the File IDs of Files to Attach to The Note

• In the File IDs of Files to Attach to the Note field, add the File IDs of any files that should be linked to the note.
  • Separate multiple File IDs with a semicolon (;) if you are attaching more than one file.
  • Example: If you're attaching a proposal document, you would input the File ID of that document here.

Step 5: Save and Test

• After configuring the action, save your workflow.
• Test it to ensure that the note is being created as expected with the right content, owner, and attachments.