Definition

The "Find Note" action allows users to retrieve a specific note from HubSpot based on its unique note ID. This action helps in extracting detailed information about a note, including its content (HTML and plain text body), as well as creation timestamps. It is useful for retrieving individual notes from HubSpot records such as contacts, companies, or deals, and can support automation and workflows requiring detailed note data.

Important Note:

When setting up a connection to HubSpot, please ensure that the connection is created by an administrator. If the connection is not created by an admin, you may encounter the following error:

"Couldn’t complete the connection. Authorization failed because you don't have permissions to authorize the scopes required by the app. Please contact your super admin to get the necessary permissions."

To avoid this issue, make sure you have the necessary permissions or reach out to your HubSpot super admin for assistance.

Example Use Cases

1. Retrieve Detailed Note Information for a Contact
   When a customer service agent needs to review a detailed note tied to a contact, this action can be used to pull up the specific note by its ID and view the full content.

2. Automate Follow-up Based on Notes
   Use this action to extract notes from deals and trigger follow-up tasks or workflows depending on the content of the notes. For example, if a note mentions a specific date or requirement, an automated reminder can be set up.

Inputs Section

1. Connection
   This refers to the connection established to your HubSpot account. You need to authenticate and connect to HubSpot for the action to work.
   It allows the action to communicate with your HubSpot environment and retrieve data.

2. Note ID
   The unique identifier for the note you want to retrieve from HubSpot.
   This ID specifies which note will be fetched. You can get the note ID from the URL of the note or by using actions like "List Notes" to retrieve a list of notes first.

Outputs Section

1. Id
   The unique identifier of the note in HubSpot.
   This is the primary key used to reference the specific note. It is useful for identifying and working with the note programmatically.

2. Html Body
   The HTML-formatted content of the note.
   This field contains the note’s content in HTML format, which may include styling, links, or images, making it useful for displaying the note exactly as it appears in HubSpot.

3. Body
   The plain text content of the note.
   This field provides the raw, unformatted text of the note, useful for cases where HTML formatting is not needed or wanted.

4. Created At
   The timestamp of when the note was created.
   This field shows the date and time the note was created in HubSpot, which is helpful for tracking note history and when the information was added.

Example Situation:

Scenario:
You are working with a marketing team that manages customer interactions via notes in HubSpot. A team member wants to review the contents of a specific note that was created during a call with a customer, but they don’t know the exact details of the note.

Steps to Demonstrate the Action:

1. Input Setup:
   Select the HubSpot connection (already set up).
   Enter the note ID or search for the note using HubSpot's platform to get the unique identifier.

2. Executing the Action:
   Use the “Find Note” action to retrieve the note’s details using the provided Note ID.

3. Review Outputs:
   Id: The system returns the unique ID of the note.
   Html Body: View the full HTML content of the note, with any formatting.
   Body: View the plain text version of the note, without any formatting.
   Created At: The time the note was created is shown for context on when it was added.

4. Outcome:
   The marketing team member is able to quickly review the details of the specific note and its contents, helping them to understand what was discussed with the customer during the call.