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DealMachine ACTION

Create Note

Create a note for the lead. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's DealMachine account once, then configure and run Create Note from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "dealmachine-create-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    dealmachine: { authProvisionId: "apn_xxxxxxx" },
    leadId: "Lead Id",
    note: "Note",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Note inputs
Property Type Description
leadId Lead Id string
The Id of the lead.
Required Dynamic
note Note string
A body of text to create a note for the lead.
Required

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
dealmachine-create-note
Version
0.0.2
App
DealMachine
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes