Add Notes Action in Custom Object Workflows

What’s new?

Workflows now support the Add Note action for custom objects, so you can automatically save notes directly to custom object records.

How it works

When a workflow runs for a custom object, the Add Note action can create a note on that custom object record. This helps teams capture updates, context, or important details without switching back to the record manually.

How to use it

• Open a custom object workflow.

• Add the Add Note action.

• Enter the note content, then save and publish the workflow.

Why we built it

Custom objects help teams manage more than just contacts. Adding note support makes it easier to track key updates directly on the records your team works with every day.

Simple 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 title or color coding will be updated in future releases after native support is introduced in Custom Objects.