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- Create Note
ActionIntercomUpdated May 2026
How do I add a note to an Intercom contact?
Short answer: Drop the "Intercom → Create Note" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
Contact ID contact_id | string | Required | Intercom contact ID — a 24-char hex string. Find via Search Contacts. |
Note Body body | string | Required | Message body content. Plain text unless the API specifies HTML/markdown. |
Admin ID admin_id | string | Required | ID of the admin creating the note |
Sample request
{"contact_id": "e.g. 5e3a6d3c0a1b2c3d4e5f6789","body": "e.g. Hi there, thanks for reaching out.","admin_id": "{{trigger.admin_id}}"}
Returns
{"id": "123","body": "Called the customer","type": "note"}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Create Note.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Create Note.
What does the Create Note action do in Intercom?
Adds a private note to a contact in Intercom. Used for AI summary notes, context pulled from your CRM, or audit annotations visible only to teammates.
What inputs does Create Note require?
Required: Contact ID, Note Body, Admin ID. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Intercom returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Note support batch operations?
Yes. Run Create Note inside a Loop node to process arrays. Tiny Command handles Intercom's rate limits automatically so you don't have to throttle manually.
More actions
Other Intercom actions.
Action
Assign Conversation
Assigns an Intercom conversation to a specific admin or team. The standard routing action for AI-driven triage or skill-based assignment.
ActionClose Conversation
Closes an Intercom conversation. Use to auto-close stale conversations on inactivity or after a bot fully resolves the issue.
ActionUpsert Company
Creates a new company in Intercom or updates an existing one (upsert by company_id). Companies are how Intercom groups users into B2B accounts.
ActionCreate Contact
Creates a new contact (lead or user) in Intercom with email, external_id, name, phone, and custom attributes. Used to provision contacts from your auth or CRM system.
ActionCreate Conversation
Creates a new conversation on behalf of a contact, kicking off the thread from their side. Useful when piping inbound messages from another channel (email, social) into Intercom.
ActionDelete Contact
Deletes a contact from Intercom by ID. Use for GDPR right-to-delete requests or unsubscribe cleanup; conversations are preserved.
Send create note from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.