Workaround for HubSpot Note Creation and Updating with Clay

Im currently working on a clay table that is supposed to create a note in hubspot once but afterwards just update that note, instead of creating new ones, every time new information appears. However, i cant achieve that because clay straight up blocks any formula that relates to a dependency the column itself created. I only wanna run the "create note" column if there is no Note ID present. That Note ID is created once the "create note" column runs once. after that I would like to just use the created Note ID to update the note, instead of creating new ones. It's not possible for this logic to produce an infinite loop, because its just a regular "if this then that, else that" logic. I've been looking for a workaround for hours now, but Clay just categorically denies me. Is there a way to do this??

5 comments

Channeled
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You can solve this by using a two-step approach: 1. Create a "Lookup Object" column first to check if a Note ID exists 2. Create a "Create Note" column with conditional run settings that only executes when the lookup returns no results 3. Create an "Update Note" column with conditional run settings that only runs when a Note ID exists This prevents the circular dependency issue since each column has clear, separate conditions for running.
Sources: Push Data To Your CRM [Clay 101] - Clay University Push Data To Your CRM [Clay 101] - Clay University Write to Other Table | Documentation | Clay University Push Data To Your CRM [Clay 101] - Clay University
Bo (.
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Hey — to make this work, you’ll want to avoid referencing the output of the “Create Note” column directly inside its own run logic (which Clay blocks). Instead, here’s the workaround:
1. Use a Lookup to HubSpot to check if a note already exists for the contact. 2. That lookup will return the Note ID if one exists.
3. Then use that Note ID in a conditional formula: • If Note ID is empty, trigger a Create with a Note • If Note ID exists don't run the create This avoids circular dependencies and lets you handle the logic cleanly. Let me know if you need help setting up the exact steps.
Valentin G.
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sadly this doesn't work. even when referencing the note id indirectly its being blocked
Bo (.
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Valentin - Do you mind sending the link (url) to the table so we can take a look?
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Workaround for HubSpot Note Creation and Updating with Clay | Clay