Node: Log Activity / Note (CRM)

The Log Activity / Note (CRM) node adds a note to the timeline (360° history) of a CRM contact, company, or deal. It's how a workflow leaves a record of what happened, visible to the team from the customer's profile.

When to use it

• Record an automated event (e.g. "customer reported a complaint via WhatsApp") in the contact's history.
• Summarize the outcome of an AI flow before escalating to a human.
• Note on a deal whenever it passes a workflow milestone.

Configuration

• Body (required): the note's text, supports variables.
• Title (optional): a short heading for the activity.
• Type (optional): the CRM activity type (defaults to "note").
• Target object/id (optional): to target a different contact/company/deal than the one that triggered the workflow.

Example

Workflow "AI classifies complaint" → Log Activity node with body "Customer reported a complaint: {{$trigger.message}}", type "note", on the conversation's contact.

Tips

• If the trigger is a Board card linked to a deal or contact (see the Link Record node), the note is automatically redirected to that CRM record.
• With no valid CRM record to write to, the node skips silently — it never fails the workflow.

Troubleshooting

• The note doesn't show up anywhere: confirm the trigger has an associated contact/company/deal.
• "Empty body" error: the Body field is required and can't be blank.