Note model
The note model imports external notes (for example from a CRM or data warehouse) into FunnelStory’s notes system. Each row becomes or updates a note linked to one or more accounts, with optional author resolution by email.
Prerequisites
- Accounts model — rows without matching accounts are skipped during refresh.
Field reference
Model key
| Property | Type | Description |
|---|---|---|
note_id | string | Stable external identifier for the note; required. Rows with an empty note_id are skipped. |
Default properties
| Property | Type | Description |
|---|---|---|
account_id | string | Primary account id for the note (must exist in the accounts model). |
title | string | Note title or subject. |
content | string | Body text. |
email | string | Author email; if it matches a workspace user, the note is attributed to that user. |
timestamp | timestamp | Display or event time for the note. If unset, created_at is used when present. |
Optional properties
| Property | Type | Description |
|---|---|---|
created_at | timestamp | Creation time in the source; used when timestamp is missing. |
account_ids | json | JSON array of additional account_id strings to link the same note to multiple accounts. |
Configure
- Configuration → Data models → Add model → Note.
- Choose a connection (Salesforce, HubSpot, warehouse, etc.).
- Map
note_id,account_id,title,content, and time fields. - Validate, save, refresh.
- Open linked accounts in the app and confirm notes appear with expected attribution.
Related
- Using notes in the product — in-app notes, labels, templates, and tasks.
- Task
- Strategy
- Data models overview