'New Note' is triggered when you or your CreditorWatch Collect AR Specialist adds a note for a contact or invoice in CreditorWatch Collect, for example:

Adding a note for a call

Adding a note to a contact

Adding a note when an invoice is disputed

How to use the New Note trigger

The following fields are most useful:

message - the content of the note
created_at - when the note was created
pinned - (true/false) has the note been pinned to the contact
resolvable - (true/false) is the note a query that needs to be resolved?
noteable > type - contact or invoice
noteable > contact > name - the name of contact the note relates to
notable > contact > email - the email of the contact the note relates to
user > email - the email address of the user who created the note
contact > phone numbers - the phone numbers of the contact the note relates to

Troubleshooting

Sometimes the field you want to use in your Zap does not appear in the test data returned, however there is a way to manually enter the field you want into your Zap action.

How to manually enter the invoice number field into your Zap

You need to enter something similar to the text below:

#{{149775895__note__noteable__invoice__invoice_number}}

IMPORTANT: You need to replace the numbers at the start (called Node Id) with the Node Id from your Zap.

How to find your Node Id:

Click on the New Note trigger in your Zap so it shows as selected, then
Copy the Node Id from the end of your browser address bar:
Then click on your action e.g. Create Spreadsheet Row and enter the following into the field where you want it to appear, being sure to update the Node Id with your Node Id
```
#{{YOUR NODE ID__note__noteable__invoice__invoice_number}} 
```

Click Continue, then save your Zap, then in CreditorWatch Collect add a dispute to an invoice with a note and confirm it appears correctly in your spreadsheet or other application.

Other common field references

#{{YOUR NODE ID__note__noteable__type}}

#{{YOUR NODE ID__note__noteable__invoice__invoice_number}}

#{{YOUR NODE ID__note__contact__name}}

#{{YOUR NODE ID__note__contact__email}}