Custify [Beta] Note Created to Claude Create Message (with Attachments)

How this workflow works

Step 1

Note Created•Custify [Beta]

This trigger fires whenever a new Note is created.

Step 2

Create Message (with Attachments)•Claude

Sends a prompt to a Claude model along with zero or more attachments — images (PNG/JPEG/GIF/WEBP), PDFs, or plain text/CSV/JSON/Markdown files — supplied as a Base64 string, a Base64 array, an attachment object, or a URL array. Attachments are normalized into Claude's Messages API content blocks automatically. Claude's API does not accept Word/Excel/PowerPoint files directly; convert these to PDF first.

Note Created

Custify [Beta]

Trigger

Create Message (with Attachments)

Claude

Action

Connect Custify [Beta] + Claude to Automate these Workflows

Person Created Create Message

This trigger fires whenever a new Person is created.

Person Created Create Message (with Attachments)

This trigger fires whenever a new Person is created.

Person Updated Create Message

This trigger fires whenever an existing Person is modified.

Person Updated Create Message (with Attachments)

This trigger fires whenever an existing Person is modified.

Note Created Create Message

This trigger fires whenever a new Note is created.

Note Created Create Message (with Attachments)

This trigger fires whenever a new Note is created.

Note Updated Create Message

This trigger fires whenever an existing Note is modified.

Note Updated Create Message (with Attachments)

This trigger fires whenever an existing Note is modified.

Task Created Create Message

This trigger fires whenever a new Task is created.

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