Daeda Notes
On Marketplace
Workflow Notes
Engagement
Rich-text notes from any HubSpot workflow
WHAT'S IN THE BOX
Three things Daeda Notes does that the native Create Note action can't
RICH TEXT
HTML-formatted note bodies
Bold, headings, lists, and Info / Warning / Error style variants so workflow notes actually read like notes a human wrote.
How styling works → IMAGE NOTESNotes with embedded images
Drop a screenshot, badge, or map URL into a note body so reps see the visual context, not just a link.
Create Image Note action → TARGETINGLand the note where it matters
Write to the enrolled record or fan out to every associated Contact, Company, Deal, or Ticket. Pin important notes to the top.
Targeting and pinning guide →WHY DAEDA NOTES
What native workflow notes leave on the table
HubSpot's built-in Create Note action writes a single block of plain text. No formatting, no images, no fan-out to associated records, no pinning. For most automation that's fine. For anything a rep actually has to read - escalations, deal-stage handoffs, customer-context briefings - it stops being useful the moment the note is more than two sentences long.
- Plain-text notes blur into the timeline so reps skim past them
- No way to embed a screenshot or badge - reps have to click out to see context
- Notes only land on the enrolled record, so associated companies and tickets miss the same context
- Severity (info vs warning vs error) has to be expressed in copy, not in styling
- Repeated processes still get hand-typed every time because there's no template-friendly format
CREATE NOTE
An action that writes the kind of note a human would
Drop Create Note into any Contact, Company, Deal, or Ticket workflow and pass it an HTML body. Use any of the four style variants (plain, info, warning, error) to flag severity, target the enrolled record or its associations, and pin the result if it needs to stay at the top of the timeline.
- HTML body supports headings, lists, bold, italics, and links - personalisation tokens included
- Style variants render as colour-coded callouts so a warning actually looks like a warning
- Target the enrolled record, every associated contact, company, deal, or ticket, or any combination
- Pin on creation so escalations sit at the top of the timeline instead of getting buried
CREATE IMAGE NOTE
Embed the screenshot, badge, or map next to the message
Create Image Note works the same way as Create Note but accepts an image URL. Use it for screenshots from external systems, dynamic badges from a service like img.shields.io, location maps, or any visual that lives behind a stable URL. The image renders inline in the timeline so reps see the picture, not just a link.
- Pass any public image URL - useful for shared screenshots, dashboards, or auto-generated badges
- Same targeting rules as Create Note: enrolled record or fan out across associations
- Combines with the same style variants and pin-on-creation behaviour
- Free forever on the same plan as the rest of Daeda Notes - no execution cap
In Action
Videos
Reviews for our other apps
out of office workflows
Excellent support and perfectly fills Service Hub gaps - excited to see future development
A great app that bridges some gaps for Service Hub
What do you like?
Excellent and personal support
What do you dislike?
Nothing in particular, happy to see how it develops
Smart Lead Ticket Routing
Round Robin Action that skips unavailable users
daeda essentials
Amazing Workflow Queue System makes my api limit issues GONE!
great app, i've only used the workflow queue at this point, but it is amazing
What do you like?
workflow queues are top notch
What do you dislike?
I see no cons here
Daeda Essentials
Secure your high-volume workflows
daeda essentials
A Game-Changer for Managing HubSpot Workflow Limitations
I discovered it while searching through community forums for a solution to limit the number of contacts added in workflow, basically to function like a drip. The Throttle action has been a lifesaver. It allows us to control how many workflows execute simultaneously, preventing errors and keeping everything running smoothly. Jack the creator of this app was very helpful and is always an email away and ready to get on a call if necessary, he also made relevant updates to the app that made sense for the long term based on our teams feedback.
What do you like?
Throttle Action: Solves rate-limit issues effortlessly by controlling workflow execution. Easy Integration: Works seamlessly with HubSpot workflows. Support: Very responsive
What do you dislike?
Didn't find any considering that they are always adapting and ready to change
Daeda Essentials
Secure your high-volume workflows
snippet power tools
I purchased this app from Daeda Technologies and it works amazing for exporting my snippets and templates out of Hubspot. I did not test the import functionality and will not need it for my purposes. My contact at Daeda, Jack Tolley, was extremely responsive to my emails when I had questions or needed him to tweak the formatting for the export. There have been many posts in the Hubspot community looking for export functionality around Templates and Snippets. Look no further!! I highly recommend!
Snippet Power Tools
Bulk export, edit, and import HubSpot snippets via spreadsheets
Daeda Essentials
Must-Have Workflow Tools with Outstanding Developer Support
As a HubSpot Architect and automation specialist, I have integrated Daeda Essentials into multiple high-volume, high-complexity workflow environments. The suite delivers exactly what power users and operations leaders need to move faster and automate more with less friction. I've implemented several of Daeda Essentials’ custom-coded workflow actions - specifically Pause for Meetings v1, Throttle V2, Unselect Dropdown Values, and the OpenRouter AI actions - to streamline processes that simply aren’t possible with native HubSpot features. These actions are thoughtfully designed, reliable, and flexible enough to handle real-world business logic at scale. Where Daeda Essentials truly stands out is the quality of developer support and customer service. The Daeda team is responsive, knowledgeable, and genuinely committed to user success. Every time I’ve had a technical question or needed help with an edge case, they’ve gone above and beyond - including offering personalized guidance that helped us deliver mission-critical automations on tight deadlines. For anyone serious about scaling automation and operational excellence in HubSpot, I can’t recommend Daeda Essentials highly enough. Early adopters will especially appreciate the level of partnership and investment you get from the team behind this app.
What do you like?
Lets you do things in HubSpot workflows that just aren’t possible natively Super easy to set up and start using The custom actions (like Pause, Throttle, Unselect Dropdown, OpenRouter AI) are game changers Everything works reliably, even with lots of data Developer support is fast, helpful, and genuinely cares about your success
Daeda Essentials
Secure your high-volume workflows
Daeda Essentials
Must-Have HubSpot Workflow Enhancement with Great Developer Support
A must have app for anyone that uses HubSpot Workflows seriously
What do you like?
Includes a lot of the little things that you get used to in workflow software that makes HubSpot workflow feel more complete. Plus a few things you dont realise you need. Jack is also a super responsive developer!!!
What do you dislike?
That I have multiple Daeda apps to install.. but hey I'd rather have the functionality.
Daeda Essentials
Secure your high-volume workflows
Daeda Essentials
Essential Tool for HubSpot Optimization with Amazing Features
This is the #1 app to download if you are serious about optimizing HubSpot. Easy to use, high impact & great value for money if you upgrade to the paid versions.
What do you like?
A single app that solves multiple problems. I personally use the 'throttle' function the most to throttle my workflows calling external API's. I also love the 'approval gate' functionality that allows me to approve certain workflow progress. Such as automating postal deliveries etc. The team is also always working to add more and improve the app, it is a delight to watch the progress.
What do you dislike?
That more people don't know about this app.
Daeda Essentials
Secure your high-volume workflows
Pricing
Free
Free, forever. Unlimited notes.
Free
What's included
No credit card required
Unlimited custom action executions
Both Create Note and Create Image Note actions
Frequently asked questions
Create Note writes an HTML-formatted note body with optional style variants (plain, info, warning, error). Create Image Note does the same thing but also embeds an image from a URL into the note body, so reps see the picture inline in the timeline. Both actions support the same targeting and pinning behaviour.
Built by Jack & Tikita
Small team, deep HubSpot context.
Daeda Notes is built by the same small team writing the docs, answering the support threads, and shipping the HubSpot apps behind Daeda.
