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Pipedrive

Create note

BetaChanges data

Writes a note on a Pipedrive deal, person, organization or lead.

Settings

SettingWhat it is
ConnectionRequiredThe Pipedrive connection the step signs in with.
NoteRequiredPipedrive stores a note as HTML and sanitises it on its own side.
Write it on"deal" or "person" or "organization" or "lead" or "project" or "task"
Record idRequiredtext
Write it as user idLeave at 0 to write it as the token's own user.
Time on the notetext
Pin it to the topKeeps the note above the rest of that record's timeline.
Technical details
KeyValue
connectiontexta connection id from `requires.connections` (provider `pipedrive`)
contenttext
attachTo"deal" or "person" or "organization" or "lead" or "project" or "task", by default "deal"
attachToIdtextits `{{ }}` must give a string
userIdnumber, by default 0
addTimetextits `{{ }}` must give a string
pinnedtrue/false, by default falseused when `attachTo` is one of "deal", "person", "organization", "lead"

Output

FieldType
noteIdstring
noteobject
Sample output, and the expression for each field
  • note
    • id1
  • noteId"1"

Errors

When a step of this node stops a run, the run page shows a code. Look it up:

Pipedrive errors

24 codes

Common errors

93 codes

Example step

The step as a flow file holds it. Replace each value in <…>.

{
  "config": {
    "addTime": "",
    "attachTo": "deal",
    "attachToId": "<record id>",
    "connection": "<connection id>",
    "content": "<note>",
    "pinned": false,
    "userId": 0
  },
  "label": "Create note",
  "type": "pipedrive.createNote",
  "version": 1
}