SMBcrm workflows now support the Add Note action for custom objects. When a workflow runs for a custom object, it can automatically create a note on that custom object record.
What changed
Teams can use Automation to save updates, context, or important details directly on custom object records without manually returning to the record.
How to use it
- Open a custom object workflow.
- Add the Add Note action.
- Enter the note content.
- Save and publish the workflow.
Example
A consulting team can use a custom object workflow to add a note to a Project record when a milestone is completed.
Additional notes
- Custom object workflows now support the Add Note action.
- Support for note titles or color coding will be updated in a future release after native support is introduced in Custom Objects.
In Case You Missed It
For another workflow update, read Mistral AI Workflow Actions.
Need Help Applying This Update?
If you’d like help rolling this out in SMBcrm, visit Support or request a demo.