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- Create Monica Note
ActionMonica CrmUpdated May 2026
How do I attach a note to a Monica contact?
Short answer: Drop the "Monica Crm → Create Monica 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 |
|---|---|---|---|
Name name | string | Required | Name |
Sample request
{"name": "{{trigger.name}}"}
Returns
{}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Create Monica Note.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Create Monica Note.
What does the Create Monica Note action do in Monica Crm?
Attaches a note to a contact's record. For "logged a thought about this friend → save to their CRM record" personal-relationship management workflows.
What inputs does Create Monica Note require?
Required: Name. 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 Monica Crm 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 Monica Note support batch operations?
Yes. Run Create Monica Note inside a Loop node to process arrays. Tiny Command handles Monica Crm's rate limits automatically so you don't have to throttle manually.
More actions
Other Monica Crm actions.
Action
Add Monica CRM Conversation Message
Logs a message exchange (what was said, by whom, when) in Monica's conversation log. For "auto-log my SMS conversations into the personal CRM" workflows.
ActionCreate Monica CRM Call
Logs a phone call with contact, duration, content summary. For "auto-log calls from phone provider into the personal CRM" workflows.
ActionCreate Monica Contact Field
Attaches additional info (extra phone, alternate email, custom data) to a contact. For enrichment workflows that augment personal CRM records.
ActionCreate Monica Conversation
Starts a new conversation thread (group of related messages) with a contact. For organising multi-message exchanges into discrete threads.
ActionCreate Monica Journal Entry
Creates a personal journal entry in Monica (personal-CRM concept of capturing thoughts/notes about life). For "auto-import journaling from external tool" workflows.
ActionCreate Monica Tag
Creates a new tag in Monica. Tags help categorise contacts. For setup workflows that pre-create tag taxonomies.
Send create monica note from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.