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AppsLever ToolsLever Create Note
Lever Tools

Lever Create Note

Tool to create a note on an opportunity profile or add a threaded comment to an existing note.

Write actionRisk level 2 of 5API key connection
Use Lever Create Note

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Aident LoadoutAident Playbook EditorOpen-CUAK

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Inputs

  • scoreinteger
    Optional note score (1-4). Values outside range are rejected by API
  • valuestring
    Required
    Note text body; supports @mentions to notify users
  • secretboolean
    If true, visible only to SIP users and @mentioned users
  • note_idstring
    If provided, creates a threaded comment on the existing note with this UID
  • createdAtinteger
    Creation timestamp in milliseconds since epoch for historical notes; cannot be in the future
  • perform_asstring
    UID of the user on whose behalf to perform this operation
  • opportunitystring
    Required
    UID of the opportunity to attach this note to
  • notifyFollowersboolean
    If true, notify all followers of the candidate

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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