Step 1: Accept a title, summary, and author. Step 2: Combine these into a note body. Step 3: Create a new HubSpot Note engagement associated with a dedicated contact.
Retrieve summary notes from HubSpot with flexible filters. Optional filters: • date: (YYYY-MM-DD) to filter by a specific date. • dayOfWeek: e....
Step 1: Provide an explicit Engagement ID OR a search query (query) to locate the note. Step 2: Retrieve the current note content. Step 3: Merge existing values with any provided updates (title, summary, author). Step 4: Update the note while preserving unchanged fields.
Delete a summary note from HubSpot. Either provide an explicit Engagement ID (id) or use optional filters (date, dayOfWeek, limit, timeRange) to select a candidate note (e.g., 'delete my last summary').
