Add Freshworks CRM Note to Contact

What the model is told

Add a note to an existing Freshworks CRM contact, for example a summary of the conversation. Find the contact's ID first with Find Freshworks CRM Contact by Email. Keep the note factual and brief. Returns the saved note.

Request

Headers

• AuthorizationToken token=YOUR_FRESHWORKS_API_KEY
• Content-Typeapplication/json

Body

{
  "note": {
    "description": "{{description}}",
    "targetable_type": "Contact",
    "targetable_id": "{{contactId}}"
  }
}

Parameters

• contactId stringThe Freshworks CRM ID of the contact, from Find Freshworks CRM Contact by Email.
• description stringThe text of the note.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "e8072e0c-0cbd-43d9-9076-deb491a56c70",
    "type": "HTTP_REQUEST",
    "label": "Add Freshworks CRM Note to Contact",
    "name": "add_freshworks_crm_note_to_contact",
    "customName": false,
    "description": "Add a note to an existing Freshworks CRM contact, for example a summary of the conversation. Find the contact's ID first with Find Freshworks CRM Contact by Email. Keep the note factual and brief. Returns the saved note.",
    "parameters": [
      {
        "name": "contactId",
        "type": "string",
        "description": "The Freshworks CRM ID of the contact, from Find Freshworks CRM Contact by Email."
      },
      {
        "name": "description",
        "type": "string",
        "description": "The text of the note."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_DOMAIN.myfreshworks.com/crm/sales/api/notes"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Token token=YOUR_FRESHWORKS_API_KEY"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"note\": {\n    \"description\": \"{{description}}\",\n    \"targetable_type\": \"Contact\",\n    \"targetable_id\": \"{{contactId}}\"\n  }\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.