A note activity is created or modified for a company
The A note activity is created or modified for a company trigger starts an automation whenever a note is added to a company record or an existing note on that record is modified. Use this trigger to act on important context captured by your team — routing notes, alerting colleagues, or updating fields based on note content.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- A note is added to a company record, or an existing note on that record is modified.
- The company and its associated account are brought into scope.
- The note content and activity metadata become available as dynamic content.
- Downstream steps execute using the company, account, and note context.
Available data
| Output | Description |
|---|---|
| Note content | The body text of the note |
| Activity date | The date and time the note was created or last modified |
| Associated company | Name, ID, and standard fields of the company the note is logged on |
Standard company and account fields are also available to downstream steps via Add dynamic content.