# Workflow Action: Add To Notes

Adding a note to a specific contact can be automated. Let’s say that your lead submitted a form with a custom field and you want that information to also appear in the notes area for visibility including additional instructions for a staff member to consider. In this article, we will go over the _Add To Notes_ action and how to use it.

This action exists within workflows and works similarly to the notes tab within the contact area.

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**Step 1:** Start a new workflow

**Step 2:** Setting up the Workflow Trigger

* Under Workflow Triggers, select “Form Submitted” in the “Contact Actions” section of the Workflow Triggers Menu
* Filter for the form that you can create from Sites > Forms > Builder
* Click “Save Trigger” in the bottom right of your screen.

_**Please Note:** You can use any trigger you would like including no trigger_

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**Step 3:** Adding the _Add To Notes_ Action

* Click on the “+” symbol below the trigger to add an action.
* Under Actions, select “Add To Notes” in the “CRM” section of the Actions Menu or use the search feature
* Name the workflow action if you would like, add details to your notes
* In this example, we are using the custom values tab to populate the note with a custom field

**Please Note:** Include a title with the value as it will populate with the answer provided by the customer only if you don’t. (see screenshot below)

* Save the action

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**Step 4:** Customize to your preference

* Add actions and customization to your preference
* Publish and save the workflow (top right of the screen)

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