Overview

This endpoint automatically creates a text note/comment and attaches it to a record.

What it does:

• Creates a note record - Generates a timestamped note entry in the database
• Fills in the content - You provide the note body (and optionally a subject line)
• Supports dynamic content - The note text can include placeholders that automatically fill in with real data from the record (like {ClaimNumber}, {ClaimantName}, USERNAME)
• Attaches to the parent record - The note appears in the Notes tab/section of the record that triggered the action (claim, policy, incident, etc.)

Recommendation:

Notes can only be meaningfully created on records that support notes (Claims, Policies, Incidents, Contacts, Locations, Transactions, etc.). If you try to create a note on a record type that doesn't support notes (like configuration tables), the note will be created but won't be visible anywhere. It effectively becomes an orphan record.