Notes & Follow-ups
Never lose context on a client again. Automatically create notes on client records when key events happen — meetings completed, contracts signed, or payments received. Set up follow-up reminders so your team always knows what to do next, without relying on memory.
Triggers
This integration does not have triggers — it is used as an action in automations.
Actions
Create Note
Creates a note on a client record.
Create Follow-up
Creates a follow-up reminder for the client.
Example Automations
Create note after meeting
Automatically create a follow-up note when a meeting is completed.
About Notes & Follow-ups
Notes and follow-ups are essential for keeping your sales process on track. With moreflow, you can automatically log notes after meetings, calls, or contract events — and create follow-up reminders so nothing slips through the cracks. Your team always has full context and clear next steps for every client interaction.