This action allows you to automatically leave comments in the timeline using workflows. It supports all standard formatting options, as well as the ability to dynamically mention team members using macros.
Let's move on to setting up the workflow
We need to select a trigger; let's choose, for example, “Webhook event occurred”:
Next, select “Create a new record.” Then choose “Leave a comment”:
This action includes the following features:
Tag a manager using @, or the person in charge of the record
Edit text
Add a link
Macros are available from a folder (or webhook), depending on your trigger
Pin a comment in the timeline.
How to use this feature:
Leave a comment with an urgent mention of the manager if a deal entering the workflow meets critical criteria, such as size or priority
When creating a record from data received via a webhook, be sure to include all details in the comment field rather than mapping each field individually.
Add the "End workflow" step and activate the automation:
Let's make a test request and see how it turned out:
Well done! Your workflow will now leave the desired comment in the timeline of the respective record.
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