> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-customer-note/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# AgencyZoom Add Customer Note

> Adds a note to an AgencyZoom customer by id.

The Add Customer Note node writes a note onto a customer's record in AgencyZoom.
Use it to leave a trail of what a workflow did or found, so your team sees it the
next time they open the account.

## When to use it

* You want to record what a workflow did on a customer's account.
* You want to flag something for your team to follow up on.
* You looked up a customer and want to leave a note on their record.

## Inputs

| Field    | What it's for                                            | Example                              |
| -------- | -------------------------------------------------------- | ------------------------------------ |
| Customer | The customer to add the note to, identified by their id. | `12345`                              |
| Note     | The note text. Cannot be empty.                          | `Renewal reminder sent by workflow.` |

Both fields can be fixed values or [expressions](/platform/workflows/core-concepts/expressions/using-expressions-in-nodes)
that read from an earlier step.

## Outputs

On success the node returns a confirmation that the note was added, including the
new note's id when AgencyZoom provides one.

## Example

After a workflow sends Sarah Chen her renewal reminder, it uses Add Customer Note
to record `Spring renewal reminder sent` on her AgencyZoom account, so her agent
sees the outreach already happened before reaching out again.

![The AgencyZoom Add Customer Note node configuration panel, showing the customer id and note text.](/_fern-img/820e9d6f4fc3749cf83c3ea79e0c674fc9a905fbc3e57bffe8cf1e4484792a92.webp)

> **Note**
>
> The note text cannot be empty. If it comes from an earlier step and turns out
> blank when the run happens, the node hands back a failure instead of adding an
> empty note - so you can branch on it and skip or fix the note.

## Related nodes

#### [Search Customers](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers)

Find the customer to add a note to.

#### [Get Customer](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-customer)

Pull the customer's full record first.

#### [Add Lead Note](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note)

Add a note to a lead instead of a customer.

> Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.