1. Install Daeda Notes on your account here

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2. Connect your account to Daeda Notes

a. Choose the account you intend to use Daeda Notes with.

b. Then click "Choose Account"

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3. Review and accept permissions

a. Review the oauth permissions Daeda Notes needs to function.

b. Once satisfied, click "Connect app"

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4. Optional - Set up file properties

a. If you want to use the PDF action, you need to set up a custom file property on the relevant object.

b. Follow this HubSpot guide - Here

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5. Create Workflows

a. Navigate to an empty workflow: Sidebar -> Automations -> Workflows -> Create Workflow -> From Scratch.

b. Click to add a node

c. Checkout your new Daeda Note workflow nodes under Integrated Apps -> Daeda Notes

• Must be Contact/Company/Deal/Ticket based workflow

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All Finished!

Need help? Contact us at support@daeda.tech