About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Retrieving notes content (text) from Hubspot

  • 15 September 2022
  • 2 replies
  • 273 views
B

Hi! 

When a new client enrolls in our program, I want to pull information from Hubspot and put it onto a document. I am able to successfully locate a contact in Hubspot using a “Find Contact in Hubspot” search step. I want to then pull the initial notes we have on that contact, but I am unable to.

 

I have been using the “Additional properties to Retrieve” section to try to pull the first note we have on a client, which works for many other values I am trying to pull, but not for the notes specifically. The closest I have gotten is pulling the ID of the first notes on a client. My assumption is that I just can’t figure out what that field is called since there is so much data you can pull from Hubspot, but I would love any and all advice. Maybe if I knew what the field was called I could try out the code by Zapier function?

 

Thank you!

icon

Best answer by nicksimard 16 September 2022, 02:18

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

nicksimard
Userlevel 7
Badge +11

Hi @BSlade!

I looked into this for you, and it appears that notes would fall under the Engagements API: https://legacydocs.hubspot.com/docs/methods/engagements/get_engagement

They’re not considered a property of Contacts (I couldn’t find it here, for example):

 

We have an existing feature request to add a Get Engagement search, and I’ve added your vote to it. That means you’ll be notified via email if/when that’s implemented.

One workaround would to create a Zap that triggers on new engagements and then stores somewhere like Airtable. Then you can search there in your current Zap, rather than try to get it from Hubspot. It’s not perfect, but it would be one way around it :)

B

Thank you so much for looking into this and thank you for the workaround idea!

Terms & Conditions