Step · Notes and tasks
Move note
Copies a note to another record and deletes the original.
Inputs
| Label | Key | Type | Required | Notes |
|---|---|---|---|---|
| Source note ID | source_note_id | Text | Yes | Note deleted has no Created by output. Its Deleted by output is present only when Attio sends an actor of a recognized type, and does not identify the original note’s author. |
| Target record | target_parent_record | Record | Yes |
Outputs
| Label | Key | Type | Always set | Notes |
|---|---|---|---|---|
| Note ID | note_id | Text | Yes | The new note. |
| Meeting ID | meeting_id | Text | No | |
| Moved note | note | Note | Yes |
How it behaves
- Reads the source note, creates a new note on the target record with the same title, markdown content and meeting link, then deletes the source. The new note has a new ID and creation time. The deletion also starts Note deleted workflows, including workflows meant to react to a person deleting a note.
- The new note’s author is the app, not the original author. Comments and attachments on the original are not copied.
- If deleting the source fails, the step still succeeds: the source stays and the target has a copy.
Errors
Fails when
- Empty source:
Wire or paste a source note ID. - No target:
Pick a target record (or wire a record variable). - Source missing:
Source note <id> not found (deleted or wrong ID).(not retryable)
For errors that every step can return, see Troubleshooting.
Example
Move a note logged on a person to their company.
| Input | Value |
|---|---|
| Source note ID | 5c1e9a42-7d0b-4f3e-9b8a-2f6d1c4e8a10 |
| Target record | Acme Corp (companies) |
| Output | Value |
|---|---|
| Note ID | 2c3d4e5f-6a7b-4c8d-9e0f-1a2b3c4d5e6f |
| Moved note | Intro call |
The outputs describe the new note, so Note ID differs from the source note ID.