View as Markdown
Salesloft icon

Salesloft ACTION

Create Note

Creates a new note in Salesloft. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Salesloft 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: "salesloft-create-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesloft: { authProvisionId: "apn_xxxxxxx" },
    content: "Content",
    associatedWithType: "Associated Record Type",
  },
})

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
content Content string
The content of the note
Required
associatedWithType Associated Record Type string
The type of record this note is associated with
Required
associatedWithId Associated Record ID string
Select a record (a person or account) to associate this note with
Required Dynamic
skipActivities Skip Activities boolean
If true, no activities will be created for this note
Optional

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
salesloft-create-note
Version
0.0.2
App
Salesloft
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes