Flow Automation: Update Customer Note
You can use the Update Customer Note action in Flow Automation to automatically create or update internal notes based on specific customer behaviors or order information. This ensures your internal teams stay informed of relevant customer details and can manage customer relationships more efficiently.
| Note: "Bulk operations" apply only to existing customer data. If you'd like to apply notes to newly created customers based on conditions, use the appropriate trigger in the workflow setup. |
Field Description
The Update Customer Note action lets you configure the note content to be added into a customer’s profile. You can input static text or insert dynamic data using parameters.
| Field | Description |
| Note Content | The internal note you want to add to the customer profile. Supports static input or parameter-based dynamic content. |
Applicable Workflows
The Update Customer Note action can be used in workflows triggered by the following triggers. Click a trigger to view its detailed setup instructions:
- [Order] Abandoned Checkout Updated
- [Customer] Bulk Customer Operation
- [Order] Cancel Order
- [Customer] Enable Customer
- [Customer] Customer Subscribed
- [Customer] New Membership Created
- [Order] Order Created
- [Order] Order Refunded
Example Use Case
Here’s a real-world example of using the Update Customer Note action — When a customer places an order with a note at checkout, the system automatically copies the message into the customer’s internal profile. This helps internal teams access special instructions without checking each order manually:
- Trigger: Order created
- Condition: Order message contains specific keywords
- Action: Update customer note with the content of the order message