I’m building a new campaign for a client that will handle activity surrounding client nurture. There will be staff that call clients and discuss various things that need to recorded and appended to the contact record as a time-stamped note.
I’ve found a way that this will work with an external form on a non-indexed page, generating a note based on a merge field that will represent the custom field used in the ‘Notes’ field on the external form. I don’t think there’s anything wrong with that approach.
However, ideally I would like a way for notes to be displayed in outgoing emails. I know enough about Infusionsoft to know that this kind of thing isn’t a feature that Infusionsoft inherently has, but would there be a way, in theory, to make this work using some kind of HTTP post process or API? It seems pretty hard to get at the notes on a contact without being logged in to a user account within the application where the contact is.