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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!

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 :)

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

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