Dear Product Team,

I hope this message finds you well. I am writing on behalf of Parla Clinic to formally request a new workflow action that would significantly improve our internal team collaboration and lead management process.

Feature Requested:

A native "Add Internal Comment" action in the Workflow Builder that automatically posts an internal comment to a contact's conversation thread when a specific trigger fires — particularly when a Note is added to a contact or lead card.

Use Case:

Our team regularly adds notes to lead cards in the pipeline. Currently, those notes are only visible in the contact record and are not reflected in the conversation thread. We would like any note added to a contact to automatically appear as an internal comment in the corresponding conversation — keeping all context in one place for the team handling that lead.

Why This Matters:

✅ Eliminates the need for double-entry (adding both a note and a manual internal comment)

✅ Keeps the full conversation thread contextually rich for all team members

✅ Reduces missed context during lead handoffs

✅ Improves speed and quality of internal collaboration

Proposed Workflow Setup:

Trigger: Note Added (on Contact)

Action: Add Internal Comment → post note content to the active conversation thread using a dynamic custom value (e.g., {{contact.last_note}})

This would mirror the existing "Add Note" action but target the conversation's internal comment thread instead of the contact record.

We believe this feature would benefit many businesses managing active pipelines and multi-team communication. We would love to see this prioritized in an upcoming release.

Thank you for considering this request. We look forward to your response.

Warm regards,