Workflow Action: Add to Notes in Sparkforge

What it does

The Add to Notes action inserts a custom note into a contact's record from within a Sparkforge workflow. Notes show up in the contact details under the Notes field and can include custom values pulled from the contact, the workflow event, or anywhere else custom values are available.

Action name: Add to Notes

How to configure

1. Add the action. Inside a workflow, choose Add to Notes from the action list.
2. Name it. Give the action a clear label, e.g. Log appointment details.
3. Write the note. Type the note content in the rich-text editor.
4. Insert custom values. Use the custom value picker to pull in contact fields, appointment details, or workflow data.
5. Add trigger links. Use the trigger links icon to embed trackable links inside the note.

Rich-text formatting

The Add to Notes editor uses the same rich-text experience as the main Notes field. Supported formatting:

• Bold, italic, underline, strikethrough
• Bulleted and numbered lists
• Hyperlinks

Example: Log appointment details automatically

Capture appointment context the moment a contact books, without manual data entry.

1. Trigger: Appointment Booked
2. Action: Add to Notes — use the custom value picker to insert the appointment date, time, service, and contact details into the note body.
3. Action: Send Internal Notification — alert the team that the appointment is on the books.

The note appears in the contact's record under Notes, ready to review on the next call or visit.